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How do I clear unpaid balances (bad debt) if a student leaves?
How do I clear unpaid balances (bad debt) if a student leaves?

[For Admins + Billing Only Role] Learn how remove a past-due balance.

Nicole avatar
Written by Nicole
Updated yesterday

In rare cases where a family leaves without paying their due balance, we recommend either voiding the charge, or adding a credit to the account to bring the balance to $0. Both of these options will allow you to provide details explaining the bad debt or delinquent payments without impacting your records for revenue earned.


Clear balances

Option 1: Voiding an invoice

Invoices can be voided by an administrator at any time. These adjustments will be delineated by an ⓘ icon that will appear on the line item for the charge within the invoice. This icon will indicate any adjustments including reduction adjustments.

  1. Log in on the web

  2. Select Billing in the sidebar > Students > Select the student

  3. Click All Transactions tab, then locate the unpaid invoice

  4. Click Actions > Void invoice

  5. In the Reason field, select 'bad debt' or add a new Reason by typing out the new reason in the field and hitting Enter

  6. Click Void when ready

Option 2: Adding a credit

  1. Log in on the web

  2. Select Billing in the sidebar > Students > Select the student

  3. Click Select an action at the top > Add a credit

  4. Enter the Credit amount, then select 'bad debt' as the Reason, or add a new reason by typing out the new reason in the field and hitting Enter

  5. Press Save & apply


Generate a report on bad debt

If you void an invoice or add a credit and indicate bad debt is the reason, we recommend using the Billing Transactions Report to report on this information. You can view the reason, Bad Debt, in the Transaction Description column of the report.

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