Allocate Bad Debt/Balance Transfer

Allocate Bad Debt/Balance Transfer

The Journal can be used to write off debt or transfer balance from one account to another.

First select the Balance Transfer option from the menu on the right.


Select an action using the buttons on the left side of the page. 
  1. Bad Debt will add credit to the current account.
  2. Customer Balance Transfer will move balance from the current account to a customer as credit.
  3. Company Balance Transfer will move balance from the selected account to a third party as credit.

Enter an Audit Note if needed.

If a balance transfer is being completed, select an account using the Destination Account box.

Select an amount using the Amount box. 

Once you have entered the required details on the relevant screen, click [Account] to post the Journal.


    • Related Articles

    • Duplicate Accounts

      If multiple accounts for the same customer have unintentionally been created. To resolve the duplicate accounts we recommend transferring any balance from the extra account, removing the external ID then setting the account to closed. To learn how to ...

    • Balance discrepancies

      A few places should be checked to locate the cause of balance discrepancies. The Front desk If the customer has a balance but no outstanding bills, go to the front desk tab and ensure there are no bills for the customer. Bills on the front desk are ...

    • Allocate Credit

      Using the Journal existing credit can be allocated automatically or against chosen bills. To automatically apply the credit use the allocate button at the top of the page. To allocate credit to specific bills, enter the amount you would like to ...

    • Changing the Billing Pattern of Customers

      There are a couple of ways to change the billing pattern of customers in MediBooks. The first is by changing the billing pattern of individual customers, this is useful when you only need to change the information of a few specific customers. This ...

    • Updating Customer Billing Patterns by Aged Debt

      Go to the reports tab and select the Ageing Debt report. Set the Account Type field to either "Customer" or "Company" and fill out the other fields as required. Click [Change Billing Pattern] to open the "Billing Pattern Edit" dialog. This dialog ...