To write off a bad debt, staff make a credit note that has a dedicated product record for the write-off. The write-off product has a name and code that makes it easy to identify write-offs in reporting. After a practice manager makes the product, staff can add it to a credit note with the applicable value that is necessary to write off.

1. Select Admin.
   
2. In the settings list, select Products.
   
   ezyVet shows a New Product screen.
3. In the Product Name box, enter a name for the product.
   
   Note: Enter a name that makes it easy for staff to know that the product is for write-off. For example, enter Bad Debt Write-off.
4. If necessary, use the Product Code box to enter a product code.
5. In the Primary Group box, select an applicable product group for the product.
   
6. In the Properties section, make the necessary settings for a write-off product.
   
   Note: These are the necessary settings:

   • Set Has Direct Cost (Has Markup) to No
   • Set Is Bought to No
   • Set Is Sold to Yes
   • Set all other settings to No
7. Select Save.
   
   ezyVet shows a confirmation message: