What Causes Bad Debt
A customer is flagged with bad debt if an invoice on the account was never paid, and maked as Bad Debt by finance.
What Happens as a Result of a Customer Having Bad Debt
If a customer has Bad Debt, they will not be able to select an assigned payment plan when registering.
How to Identify if a User has Bad Debt Using the Sales>Invoices Page
Sign in to a PlayerFirst website.
On the left navigation, click Sales > Invoices.
Using the search field at the top, search for the user by their last name, or one of the customer's invoice numbers.
Once searched, find the Billing Flag column on the table. If the invoice has a Warning icon within the column, the customer has Bad Debt.
How to Identify if a User has Bad Debt Using the Sales>Transaction List Page
Sign in to a PlayerFirst website.
On the left navigation, click Sales > Transaction List.
Using the filters at the top, adjust the From Date filter to go back a year or so. If the customer has invoices dating back several years, you may need to set the From Date to further in the past.
Adjust the Method filter to Bad Debt. Click Filter.
On the Transactions table, you will see the specific invoices that triggered Bad Debt .