Debtors

Overview

This section lists all debtors if the Credit Management module is purchased. The overview contains the following information:

Website: The URL name
Debtor code: The unique reference of the debtor
Name: The name of the debtor
Street: The street name and house number (if known)
City: The city name (if known)
Country: The country name (if known)
Email Address: The email address (if known)

Possible filters

Use the 'Filters' button to search for specific debtors using (a combination of) the following aspects:

First name
Last name
Debtor code
Website
Street name
Zip code
City
Country code
Telephone number
Email address
Websites

Click on a debtor and you’ll see all the details of this debtor. This page includes several tabs, each of which are specified below.

General

All available information about the debtor

Invoices

Invoice Number: The invoice number
Invoice Date: The date of the invoice
Due Date: The due date of the invoice
Amount: The original amount of the invoice
Credit Notes: The total amount of credit notes on the invoice
Paid: The total paid amount on the invoice
Open: The outstanding amount on the invoice

Click on an invoice to open the specific invoice.

Subscriptions

Key: The unique SubscriptionGuid of the subscription
Billing Interval: The invoicing interval of the subscription
Start Date: The start date of the subscription
End Date: The end date of the subscription
Status: The status of the subscription

Click on a subscription to open the specific subscription.

Debtor files

This section is available if the debtor has outstanding invoices with the 'Manage Debtor Collection' option activated in the credit management scheme. All such invoices are grouped under one file number for a better overview.

Guid: The unique guid of the debtor file
File Number: The number of the debtor file
Creation Date: The creation date of the debtor file
Open Amount: The total amount of the outstanding invoices
Status: The status of the debtor file