Bad debt is an invoice whose payment is unlikely to ever be collected. If you mark an invoice as bad debt, it will remain in your revenue reports, but it will no longer be collectable through the app.
To mark an invoice as bad debt:
Search for the patient whose invoice you would like to mark as bad debt
In the top right hand corner toggle over to Memberships & Billing
In the Invoices section, click on the invoice you would like to mark as bad debt
At the top of the invoice and click Other
In the drop-down menu that appears, select Bad Debt
In the dialogue box that pops up, click Mark Invoice #x As Bad Debt to confirm
What happens when a charge is marked as bad debt?
When an invoice is marked as bad debt, the invoice status will change to bad debt; however, revenue reports will still show the full amount owed.
A bad debt is not considered to be a failed charge. As such, bad debt will not contribute towards a patient being displayed under the Has Past Due Invoices filter from your patient list.
Reporting on Bad Debt Invoices
You can view all bad debt invoices in the Patient Invoices report:
Navigate to Reports > Patient Invoices.
Click on the Status filter and select Bad Debt.
Adjust the date filter if desired.
