To Create a Debtors Posting Code follow the below steps: 1. Debtors Posting Codes Navigate to Settings -> Debtors -> Debtors Posting Codes or Debtors -> Debtors Posting Codes. Click on Add. Code: Enter an alphanumerical code of your choice - maximum ...
When a Debtors Posting code is created and called a write off (used to write off bad debts), this can be reported on using the Debtors Department Audit Report. 1. Debtors Reports Navigate to Reports -> Debtors Reports -> Debtors Department Audit. ...
A Company or Agent profile can be linked to a Debtors profile if they are also a debtor. A Debtor profile needs to be in place before the Agent or Company profile can be linked. 1. Company Profile Navigate to Profiles -> Company Select the Profile. ...
In order to reverse the revenue that was charged on a normal Front Office invoice and then sent to the Debtor's statement, follow the below steps: Is the Invoice status Closed or Open? 1. Invoice is still Active If the invoice is still active a ...
Excluding Zero balances Excluding Zero Balances from a Statement refers to removing line items with a zero balance. It is important that this is approached with caution as these transactions/items will no longer appear on the Debtors Statement once ...