DESCRIPTION

This article is written with step-by-step Instructions to Apply Bad Debt for a Debtor Invoice (UNPAID).

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

PART A | User must have Write Off permission 

1. Go to Open Practice search bar (top find 🔍 icon)

2. Find Person Maintenance (MAPERENT) program

3. Click on Accounting Detail (left pane)

4. Tick ✔ Can Write Off Debtors (under Write Off Accounts)

5. Click on Green Tick ✅ button to Save (top Tool bar)

PART B | Write Off a Debtor Invoice as Bad Debt

1. Go to Open Practice search bar (top find 🔍 icon)

2. Find Debtors Invoice Write-Off (LADRWOF) program

3. In Invoice to Write Off field, choose the Invoice no. (use search icon)

4. Write Off Account = Bad Debts Written Off

5. Add number in Write Off No field

6. Click on Green Tick ✅ button from Tool bar on top

7. Complete the process

PART C | Check if Debtor Invoice is Written Off

1. Open Debtor Invoice/ Credit Notes (LADRINV) program

2. Debtors Invoice/ Credit Note Entry screen appears

3. Search the Written Off Invoice (Reference No) in Inv/Cr Note No. field

4. Inv. Written Off will show as red and Ticked ✔

Example: Once Write Off an Invoice from Debtors Invoice Write-Off (LADRWOF) program, Inv. Written Off field is automatically Ticked ✔ in Debtor Invoice/ Credit Notes (LADRINV) program and Create Reversal & Credit Invoice button both get deactivated

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com