Debtors Management
How to Stop Credit for a Specific Customer You can stop the credit of a customer. 1. Go to their account: Platform > Database > Receive a Payment...
Tue, 15 May, 2018 at 6:49 PM
If your job description includes the management of customer accounts then this is the information you require to perform you tasks. Print this out and inde...
Sat, 25 Aug, 2018 at 8:15 AM
The Account Review and Management Functions Go to the Platform > Debtors screen. Review this screen to see how you can show and manage overdue acc...
Wed, 30 May, 2018 at 11:11 AM
An invoice has a creation date and a due date. The due date is defined by the individual customer's terms of trade: Note: Changing Terms of Trade...
Tue, 3 Jul, 2018 at 10:49 AM
The overdue notice system runs on an invoice by invoice basis which means: When you run the overdue notice reminder system, each unpaid invoice is assesse...
Tue, 31 Jul, 2018 at 11:28 AM
Go to the 'Receive a Payment' screen. Platform > Debtors > Receive Payments Select the 'Find a Transaction' button and enter the tra...
Tue, 14 Aug, 2018 at 2:38 PM
You can set up individual customer discounts. This setting will apply to any NEW Quotes or Invoices you create. It will not affect existing Quotes or Invo...
Tue, 16 Oct, 2018 at 7:14 AM
How to Create a Non GST Invoice To Set a contacts account to be Non GST 1. Locate/Add them to the Database Note: Any existing invoices prio...
Fri, 9 Nov, 2018 at 8:10 AM
To create a one off statement for a customer: 1. Go to the Customer's Account Screen Or from the Database.... 2. In the Account...
Fri, 9 Nov, 2018 at 12:33 PM
To edit the Statement setup and messages, please review the following areas: 1: General Setup Platform > Set up > Statements 2: Overdue an...
Mon, 3 Dec, 2018 at 9:33 AM