Accounts receivable form 2026

1. Click ‘Get Form’ to open the accounts receivable write-off approval form in the editor.
2. Begin by entering the client’s name and client number in the designated fields at the top of the form.
3. In the 'Amount to be Written Off' section, input the total amount that needs to be written off.
4. Fill out the breakdown of amounts by aging. Specify how much is current, over 30 days, over 60 days, over 90 days, and over 120 days.
5. Indicate whether this account will continue as your client by selecting 'YES' or 'NO'. If 'NO', provide a reason in the space provided.
6. Detail any collection procedures that have been taken thus far in the appropriate section.
7. Finally, ensure that the responsible manager signs at the bottom of the form before submitting it for approval.

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