How to add bad debt to a maintenance job

Step 1. Access the Properties Tab 0:00

• Navigate to the left-hand side and select the Properties tab.
• Choose your desired property.

Step 2. Add a New Job 0:12

• Move to the top column and select the Management tab.
• Click on Add Job.
• Enter job details.

• Select save.

Step 3. Enter Job Cost and Charge 0:45

• Select Edit on the job you just created.
• Input the cost and charge.
• Scroll down and select Save.

Step 4. Attach Invoice and Complete Job 1:18

• Attach the invoice.
• Go back to the details page and mark the job as complete.

Step 5. Discuss Payment with Landlord 1:29

• Contact the landlord to discuss payment options:
  • Options: Deduct from future payments or direct payment.
• Note: Landlord decides not to make a payment. This is now a Bad Debt.

Step 6. Pay the Contractor 1:43

• Proceed to pay the contractor for the job completed.

Step 7. Write Off the Bad Debt 1:55

• Locate the Bad Debt section.
• Click on the Write Off Bad Debt button on the right-hand side.
• Input the total charged amount.
• Select Save.