Debtors Screen

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”.

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