Bad Debt

Module:  Order Detail Screen

Topic : Bad Debt

Version(s): Version 5.1 and up 

Editions: Standard, Commerce, Call Center

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You can use Reports > Customer Service Reports > Customer Service Activity filtering for Reason Code = BAD_DEBT to report on the action button usage

Items in ‘Item Fatal Authorization’ status can be marked as ‘Item Bad Debt’ on the order details screen by clicking the button ‘Bad Debt’.

This will open a new window showing all the items in ‘Item Fatal Authorization’ status on the order.

Select the items you want to set to ‘Item Bad Debt’, choose a reason, enter any notes that pertain to this action and then click the save button. This will set the item to ‘Item Bad Debt’ status and create a CS Event with the information entered.

 

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