Debtors

Debtors


If you’ve purchased the Credit Management module, this menu will be displayed. This overview contains all debtors.

Debtors overview

This overview contains the following information:

✅​ Website: The URL name
✅​ Debtor code: The unique reference of the debtor
✅​ Name: The name of the debtor
Street: If known, the street name and house number
✅​ City: If known, the city name
✅​ Country: If known, the name of the country
Email adress: If known, the email address

Click on a debtor and you’ll see all the details of this debtor.

Possible filters

By clicking the ‘Filters’ button, you can search for specific transactions. You can search for information in (a combination of) the following entry fields: First name, Last name, Debtor code, Website, Street name, Zip code, City, Country code, Telephone number, Email address, Websites.

General

Under ‘General’, you’ll find all the available information about the debtor. All information available to us will be displayed on this screen.

Invoices

Under ‘Invoices’, you’ll find an overview of all invoices with regard to this debtor. This overview contains the following information:

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
✅​ Outstanding: The outstanding amount on the invoice

Click on an invoice to open the specific Invoice.

Subscriptions

Under ‘Subscriptions’, you’ll find an overview of all subscriptions with regard to this debtor. This overview contains the following information:
✅​ Key: The unique SubscriptionGuid of the subscription
Invoicing 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.


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