Debtors Screen – View and Manage Company Accounts

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.


      Debtors tab with Smart Search field used to locate a debtor by name


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.


      Debtors screen showing contact details, Send Statement button, and transaction history


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’.


Send Debtors Statements screen with date range fields, zero balance option, and email or print selection in Step 2
      

Send Debtors Statements screen with Edit Header button highlighted for adding a custom message to statementsYou 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”.


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