Debtors QuickStart

Edit a Customer’s Account Details

Access from New Sale Screen

Open

Access through Debtors Module

• 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

Open

• 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

• 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