Debtors Screen

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”.


    • Related Articles

    • Send Debtors Statements

      Send Debtors Statements Quick Answer: Go to Management → Daily Tasks → Send Debtors Statements. Select companies and choose Email or Print. To send your monthly statements to debtors, click ‘Send Debtors Statements’. Just like the ‘Send Statement’ ...

    • Debtor's Summary

      Debtor's Summary Quick Answer: This article covers debtor's summary in GuestPoint. The Debtors Summary table shows you a complete list of all debtors who owe you money. The total is shown as well as the amounts - 30, 60 and 90+ days old. You can ...

    • Debtor Payment Reversal

      Debtor Payment Reversal Quick Answer: This article covers debtor payment reversal in GuestPoint. To reverse the payment, go back to the original reservation and post the revenue with a negative value and adding in the description that the charge is a ...

    • Non-Residential Accounts

      Non-Residential Accounts Quick Answer: This article covers non-residential accounts in GuestPoint. Just like the Debtors Tab, you can access Non-Residential Accounts from the Accounts Tab. The only difference in accessing these accounts here is that ...

    • Introduction to the Accounts Tab

      Introduction to the Accounts Tab Quick Answer: This article covers introduction to the accounts tab in GuestPoint. The Accounts tab is the place to get financial information and where you can manage your Debtors and Non- Residential Accounts. There ...