Finance

Bad Debt

Bad debt is accounts receivable that are unlikely to be collected. It reduces profit and can create sudden cash strain if not forecasted.

Updated 2026-01-27

Definition

Bad debt is accounts receivable that are unlikely to be collected. It reduces profit and can create sudden cash strain if not forecasted.

How to use it

  • Track bad debt rate by segment, payment terms, and cohort month.
  • Age receivables and flag accounts that pass your collection threshold.
  • Use credit checks, deposit requirements, or shorter terms for higher-risk segments.
  • Review write-offs vs allowance so expected losses are visible before cash gaps hit.

Common mistakes

  • Treating bad debt as a one-time event instead of a recurring rate.
  • Mixing cash timing with revenue recognition (watch the AR ledger).
  • Ignoring concentration risk in a few large customers.

Measured as

Measure Bad Debt with the same date, unit basis, and accounting or policy definitions used in the rest of your model.

Misused when

  • Treating bad debt as a one-time event instead of a recurring rate.
  • Mixing cash timing with revenue recognition (watch the AR ledger).
  • Ignoring concentration risk in a few large customers.

Operator takeaway

  • Track bad debt rate by segment, payment terms, and cohort month.
  • Age receivables and flag accounts that pass your collection threshold.
  • Use credit checks, deposit requirements, or shorter terms for higher-risk segments.
  • Tie Bad Debt to the same balance-sheet date, scenario, and decision memo you are using elsewhere in the model.
  • Document which claims, costs, or adjustments your team includes before comparing numbers across forecasts, covenants, or valuation work.

Next decision

  • Read Cash conversion cycle: turn working capital into runway if the decision depends on interpretation, policy, or trade-offs beyond the raw formula.
  • Decide whether Bad Debt belongs in cash planning, valuation, or debt monitoring so the number is used in the right model.

Where to use this on MetricKit

Guides