Lesson 19: Accounts Receivable & Bad Debts

Lesson 19 of 33 · 57%

What accounts receivable really is

Accounts receivable (AR) is money customers owe you for goods or services already delivered. When you sell on credit — issue an invoice with payment terms like “Net 30” — AR is born. It’s an asset because you expect to collect the cash. But it’s a risky asset, because some customers don’t pay. Managing AR well is one of the biggest determinants of working-capital health.

AR AGING SCHEDULE Current 0–30 days ₹4,80,000 2% provision 31–60 days past ₹1,20,000 5% provision 61–90 days past ₹40,000 15% provision 91–180 days past ₹25,000 40% provision > 180 days past ₹12,000 100% prov.
Aging schedule. Older receivables get higher provision percentages because collectability falls with age.

When does AR get recorded?

The moment you’ve earned the revenue. Under accrual accounting, that’s when the goods are delivered or the service is performed — not when the invoice is mailed and not when payment arrives. The entry:

Dr. Accounts Receivable          ₹1,00,000
        Cr. Sales Revenue                 ₹1,00,000

When the customer pays:

Dr. Cash / Bank                  ₹1,00,000
        Cr. Accounts Receivable           ₹1,00,000

The aging analysis

Not all receivables are equal. A bill that’s 5 days old is very likely to be paid; one that’s 200 days old, much less so. The aging schedule buckets receivables by how overdue they are:

  • Current (0-30 days) — within terms. Provision: 1-2%.
  • 31-60 days — recently overdue. Provision: 5%.
  • 61-90 days — escalation needed. Provision: 15%.
  • 91-180 days — collection action. Provision: 40%.
  • Over 180 days — likely write-off. Provision: 100%.

Provision percentages vary by industry and customer mix. The above is illustrative; a SaaS company with auto-debit might use much lower numbers, a B2B trader much higher.

Bad debt provision (Allowance for Doubtful Debts)

Conservatism principle: you must estimate uncollectible AR and book it as an expense in the same period as the related sale, not when the customer eventually defaults.

The journal entry uses a contra-asset:

Dr. Bad Debt Expense                  ₹25,000
        Cr. Allowance for Doubtful Debts        ₹25,000

The allowance is a contra-asset — it sits next to AR but with a credit balance. On the balance sheet:

Accounts Receivable (gross)6,77,000
Less: Allowance for Doubtful Debts(25,000)
Net AR (realisable value)6,52,000

When a specific customer is confirmed uncollectible

The receivable gets written off against the allowance — no new expense, because the expense was already booked when the allowance was created.

Dr. Allowance for Doubtful Debts      ₹12,000
        Cr. Accounts Receivable — Customer Z   ₹12,000

If the customer surprises you and later pays after the write-off, you reverse the write-off then record the receipt.

Two methods for estimating bad debts

  • Percentage of credit sales (income-statement approach). “Assume 2% of credit sales will go bad.” Simple, focuses on the P&L expense.
  • Aging analysis (balance-sheet approach). Apply different percentages to each age bucket. Focuses on the realistic AR realisable value. More accurate; required under Ind AS / IFRS for material AR balances.

Three AR KPIs every CFO watches

  • Days Sales Outstanding (DSO) = AR ÷ Daily revenue. Lower is better.
  • Collection efficiency = Cash collected ÷ Total receivables. Higher is better.
  • Bad debt ratio = Bad debt expense ÷ Revenue. Should track stably across periods.
A common mistake
Booking the provision only at year-end. Material AR balances should be reviewed at every month-end so the P&L isn’t shocked by a sudden ₹50 lakh write-down in March. Spread the truth across the year.

Lesson recap

  • AR is born when revenue is earned, not when the invoice is paid.
  • Aging analysis buckets AR by overdue period; older = riskier.
  • Bad debt provision is a contra-asset; reduces AR to realisable value.
  • Write-offs reduce the allowance, not the P&L (the expense was booked earlier).
  • Watch DSO, collection efficiency, and bad-debt ratio every month.
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Practical Indian Application

Tools and references: Tally Prime ageing report; TReDS (RBI-licensed receivable discounting platforms — RXIL, M1xchange, Invoicemart); CIBIL Commercial credit score for customer evaluation; Section 36 of the Income-tax Act for bad-debt deduction rules; ICAI Guidance Note on Expected Credit Loss methodology.

Worked Example — Royal Furnishings ECL Computation

Imagine Royal Furnishings, Kolkata, has total Sundry Debtors of ₹50,00,000 on 31 March 2026. Ageing: 0–30 days ₹25,00,000, 31–60 ₹12,00,000, 61–90 ₹6,00,000, 91–180 ₹4,00,000, above 180 ₹3,00,000. Under Ind AS 109 ECL, the firm applies historical default rates: 0.5% on current, 2% on 31–60, 5% on 61–90, 25% on 91–180, 100% on above 180. ECL = 12,500 + 24,000 + 30,000 + 1,00,000 + 3,00,000 = ₹4,66,500. The journal: Dr Impairment Loss ₹4,66,500, Cr Allowance for Expected Credit Loss ₹4,66,500. If a specific ₹1,50,000 debt is later confirmed uncollectable, it is written off against the allowance, leaving the rest as buffer for future losses.

Common Receivable Management Mistakes

  • Not setting credit limits per customer — leads to concentration risk
  • Failing to age receivables in proper buckets
  • Treating provision and write-off identically for tax — only write-off is deductible under Section 36(1)(vii)
  • Ignoring economic indicators in ECL modelling — Ind AS 109 requires forward-looking adjustments

Frequently Asked Questions

What is the difference between provision and write-off?
Provision is a buffer based on expected loss; write-off is the actual removal of a receivable from books when recovery is judged impossible.

Is provision for doubtful debts tax-deductible?
Generally no, except for specified banks/NBFCs under Section 36(1)(viia). Actual write-off under Section 36(1)(vii) is deductible.

How long can a debt remain on Indian books?
No statutory limit, but the Limitation Act, 1963 typically bars suits beyond 3 years from the cause of action — though the right to receive is not extinguished.

Credit Control Best Practices

A robust credit policy includes: (a) customer credit limits set based on CIBIL Commercial score, GST compliance score, and recent payment behaviour; (b) terms and conditions printed on every invoice (interest @ 18% p.a. on overdue); (c) ageing review every 15 days with collection calls at 30/60/90 day buckets; (d) escalation to legal notices and arbitration for accounts beyond 180 days; (e) periodic write-off of confirmed bad debts with documentation under Section 36(1)(vii). A firm with receivables ₹50 lakh, average daily sales ₹2 lakh, collection days 25 against industry benchmark 18 has ₹14 lakh excess working capital tied up — ₹1.68 lakh annual interest cost.

Closing Discipline

Build a weekly receivable review meeting with sales and finance teams. Combine ageing reports with customer credit scores and recent payment patterns. The best Indian SMEs run with Receivable Days under 25 — chase that benchmark relentlessly. Every day of delay is a day of working capital cost; compounded over a year, this single discipline can boost profitability by 1-2%.

The Indian Debtor Recovery Toolkit

When standard collection calls fail, Indian businesses have several escalation tools:

  • Demand Notice under MSMED Act: For MSME suppliers, statutory demand triggers interest at 3× bank rate
  • Legal Notice via Lawyer: ~₹5,000-15,000 cost; often prompts settlement
  • Suit under Order 37 CPC (Summary Suit): Faster track for commercial dues; 6-12 month resolution
  • Section 138 Negotiable Instruments Act: Criminal action for cheque bounce; powerful deterrent
  • Insolvency under IBC 2016: For dues above ₹1 crore; can trigger corporate insolvency resolution
  • Arbitration: If contract has arbitration clause; faster than civil suits, binding award

The right tool depends on debt size, debtor’s financial health, and your relationship horizon. Most Indian SMEs use a graduated approach — gentle reminders → demand notice → legal notice → suit only when other options exhausted.