Debtors Tab

System Config > Defaults > Debtors

COD Popup on Debtor Invoices

If a customer is marked as COD, it will give you a pop up to say its a COD client when creating a sales document.

Quote, sales order, invoice and credit note

 

 This will work with any customer that is marked as account terms equal to COD

 

---

Debtor On Hold Popup on Time Logs

Activate this feature to enable a pop up on time sheets if the customer is on hold.

 

---

Cancel Expired Quotes Schedule: Linked Sales Leads

When the system runs the scheduled task to cancel expired quotes.

If the quote is expired it will automatically cancel the sales lead when enabled

 

---

Set Selected Debtor Status Codes

Use this function to limit the status drop down on sales documents like invoices.

Click on the view selection button to select the status's you want shown 

 

Invoice document limit status selection