We are having an issue getting invoices written off to bad debt clearing out of the A/R aging. We've created a journal between A/R and our Bad Debt account, and we've applied a zero payment by checking off the invoice and the journal. The invoice is still showing on the aging though. Has anyone else run into this?

What type of account is your bad debt account, expense or AR?

AR

Are you re-saving the invoice or JE via UI, script, or workflow at all ever? Even if you're not actually making changes? Unfortunately when you create a zero-dollar payment, it doesn't actually create a record, so if you edit those transactions it doesn't see anything there connecting them and just un-applies them, forcing you to redo the zero dollar payment. I've had this undo my zero dollar payment at numerous places.

We don't have any scripts or workflows other than an email script which runs to mark a custom check box showing that an invoice has been emailed to the customer. It's a manual script that hasn't been run yet.

Welp, that's my one good thought/suggestion. I'd dig really hard on that one before you say you definitely don't though. Numerous times, I thought that nothing was touching it because the system notes didn't show anything, but if you load/save the record without making any changes, it won't log anything in the system notes, so that doesn't really prove anything. I haven't found a better method to confirm other than going to scripted records and digging through every script and workflow one by one.

Ok thank you