Debtors QuickStart

Owned by Colin.Campbell
Apr 13, 2023
2 min read

Edit a Customer’s Account Details

Access from New Sale Screen

New Sale Screen > Edit > Add / Modify Account Details

Access through Debtors Module

RxOne Home screen >Click Debtors

  • In the View windows, select View Individual Account and click Debtors Utility

  • From the list select the account you wish to Edit by Double Clicking

Edit Details

  • You can edit any details displayed in this window

Disable the Account

  • In the Edit Details screen, tick Disable this Account

Credit Limit

  • Enter the credit limit in the Credit Limit field

Journal Entries

RxOne Home Screen > Click Debtors

  • Select View Individual Account and click

  • Search for the Debtor and select the debtor for the journal entry

  • Click Tools > Journal Entry for this Debtor (or press F3)

  • Debit - will add more debt to the account

  • Credit - will reduce debt

  • Message Only - will place a message on the account

Print and Email End of Month Accounts (Statements)

  • Enter Debtors and select the following options

View All Accounts

Active Accounts Only

Load MTD Balances

Account Type Select All, or filter by account type

 

  • Select Statement Date from the dropdown

  • Click Print or Email All Statements