"Mark Uncollectible" is an action available to kitchen administrators on outstanding bills that cannot be collected. It is a way to write off a bill so it no longer appears as an open balance, without issuing a refund or continuing to attempt to charge the client.
When should I use Mark Uncollectible?
Use this action when:
A client has left your kitchen with an outstanding balance that you do not expect to collect.
A payment has failed multiple times and you've decided not to pursue it further.
You want to clear an old unpaid balance from your outstanding bills view without deleting the record.
⚠️ This action does not issue a refund. It simply changes the status of the bill from outstanding to uncollectible. The record of the bill remains in your reporting history.
What happens when I mark a bill uncollectible?
The bill is removed from your Outstanding Balances view.
The bill status changes to "Uncollectible". It will still appear in your Billed Line Items report for your records. The bill will not show up in your Payment Details report since no payment was collected.
The system stops attempting to re-charge the client for that bill.
The client is not notified automatically when a bill is marked uncollectible.
How to mark a bill as uncollectible
Go to your Billing tab.
Select the client's name under the Outstanding Balance section.
Find the bill you want to write off and expand the statement
Click Mark Uncollectible.
💡 Note: This action is permanent. If you mark a bill as uncollectible and later want to attempt collection again, you will need to recharge the client by using a one-time fee.
How does this appear in my reports?
Uncollectible bills are excluded from your Monthly Revenue reports, since revenue is only recorded once payment has been received. They will still appear in your Billed Line Items report with a status of "Uncollectible" so you have a full audit trail.
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