Send Debtors Statements

To send your monthly statements to debtors, click ‘Send Debtors Statements’. Just like the ‘Send Statement’ button on the Debtors Card, this screen will default to debtors with activity in the last    calendar month and only those who still owe you money. You can easily alter this in Step 1.

      

In Step 2, you can select which debtors you want to send statements to and by what method you  want them sent.

You can only select the email option if the debtor has an email address.

If you are emailing statements, you can adjust the email in Step 3.

Once you are ready, click ‘Start’. GuestPoint® will create the email and printed statements for you.

• Related Articles

• 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 ...

• Debtor Payment Reversal

  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 correction for the related invoice. After adding this charge, send it to the debtors account. ...

• Non-Residential Accounts

  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 you can search for a specific account including closed accounts. To view or add charges to the ...

• Debtor's Summary

  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 click on the ‘Print’ icon to print a full  Aged Debtors Report. You can also ...

• Introduction to the Accounts Tab

  The Accounts tab is the place to get financial information and where you can manage your Debtors and Non- Residential Accounts. There are three sections in the Accounts Tab: Overview, Debtors and Non-Residential Accounts.        If you have ...