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.