This article provides an overview of the Credit Management module, which allows users to manage debtors. It includes information such as debtor code, name, street address, city, country and email address. Filters can be used to search for specific debtors and all details are displayed on the General tab. The Invoices tab shows invoice numbers, dates and amounts while the Subscriptions tab displays subscription keys, billing intervals and start/end dates. Finally, the Debtor Files tab shows file numbers and open amounts with their status.
If you’ve purchased the Credit Management module, this menu will be displayed. This overview contains all debtors.
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 address: If known, the email address
Click on the ‘Filters’ button to search for specific debtors. You can search for 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.
Under ‘General’, you’ll find all the available information about the debtor. All information available to us will be displayed on this screen.
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
✅ Paid: The total paid amount on the invoice
✅ Open: The outstanding amount on the invoice
Click on an invoice to open the specific Invoice.
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
✅ 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.
This heading is only available if the debtor has outstanding invoices for which the option 'Manage Debtor Collection' has been activated in the used credit management scheme. All these invoices are then grouped under 1 file number so that there is a better overview of all outstanding invoices.
✅ Guid: The unique guid of the debtor file
✅ File number: 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