Debtors QuickStart

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)

Statements can be emailed if an Email address is entered into the Account Details and Email Statements is checked

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