Debtors Setup Menu
Debtor Search
Video Training Manual 2016 - Click Here Debtors / Customer Module> Configuration> Debtors / Cust...
Customer Enquiry
Video training Manual 2020 - Click Here Video training Manual 2019 - Click Here The customer in...
Debtor Functions
Functions Drop Down Debtors Module> Configuration> Debtor Setup> Functions Drop Down This dro...
Import Drop Down Button
Debtors Module> Configuration> Debtor Setup> Import Drop Down An import dropdown is a powerful t...
Print Export Drop Down
Print and Export customer data Print Prints the customer list based on the search crit...
Debtors Setup Import
To import multiple new debtors/customers accounts into the database, follow the below procedure:...
Add Debtor
Adding in a new Debtor or customer, tabs below defined Details Tab Debtors/ Customer details co...
Debtors Setup Functions
Debtors setup functions and debtors setup search functions are similar. Some functions allow one...
Standard Drop Down
Standard Drop Down Debtors Module> Configuration> Debtors Setup >Edit Debtor> Standard ...
Recurring Debtors Invoice Setup
The recurring debtor setup consists of three steps: Create contract Create invoice temp...
Recurring Update Default Contact Person for Emailing
Update can be done on the invoice document or template or customer setup contact person Debtors ...
Linked Brands
Linked Brands allows you to link product brands to a specific debtor or customer. if your invent...
Branch Link Process
Linking Debtor branch accounts to Head office account Debtor sub-accounts are clients that have ...
Debtors ERROR saving
Debtors Error saving a new customer The system does not allow a Debtors code to be Duplicated...
Debtors created date
When the customer is created, the system logs the date it was created. There are several places ...