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 youβll 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
Updated about 1 month ago