Debtors Screen
Debtors Screen
Quick Answer: Access Debtors from the Accounts tab to view and manage company invoices and outstanding balances.
From
the Debtors tab, you can use Smart Search to find a debtor and then
click on their name to access the account.
From the Debtors screen you can edit contact details, send a statement and view current and past transactions. To send a statement, click
‘Send Statement’ and you will see the Send Debtors Statements screen. You can also view
a log of emails sent for this debtor.
By
default, this screen will only pick up activity for the last calendar month.
You can adjust the dates in Step 1 if you want a different date range. Also, if the balance is zero, a statement will not be generated unless you tick ‘Include debtors with zero closing balance’.
In
Step 2, you can select to send the statement by email or to your printer. Once
you are ready, click ‘Start’.
You can alter some of the
information contained on your statement by clicking ‘Edit Header’. This is great if you want to put a message on
all your statements like “Our Accounts Department will be closed from December 20 to January 5” or
“Happy holidays”.