The Bad Debt Report gives you an overview of uncollectible accounts.
Note: Bad Debt will always be reflected in your Amount Owed as there is no way to separate those amounts.
Here's how to find the Bad Debt Report!
1) Go to your Company Dashboard and select REPORTS from the black side bar on the left of your screen.
2) Here, select BAD DEBT REPORT which is under the third section, INVOICE AND PAYMENT REPORTS.
3) A screen similar to the one below will open. Note the up and down arrows circled below as these provide sorting options for viewing the information.
4) Additionally, in the top right corner, there are three more options: Toggling the view to show only one customer at a time; View Full Screen, and Exporting Options.
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!