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Debtor Collections

The collections is a schedule of outstanding debtors

the collections schedule allows one to enter notes on correspondence with clients that have monies due

to create a collections schedule go to:

Debtors Module> Reports >Age analysis

Serach the period you wish to see outstanding debtors for.

Click the Collections button

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Enter a code

Enter a description

 

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Click the Create button

Then go to Activity

Collections

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You will note your collections schedule has been created

Double click to open the collections list

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Complete Marks the schedule as complete and removes it from the grid. You will need to tick the select tick box and then the collected button
Debtor History Displays the selected debtors' transaction history over the given date range
Collected Marks the selected line as collected and hides it from the schedule
Delete Line Deletes the selected line from the grid
Remove paging Displays all debtors on a single page If the debtors list exceeds the default 100 lines 
Show All lines Displays all debtor lines including the hidden lines that have been marked as collected
Promised Amount Enter the amount the debtor promised to pay
Promised Date Enter the date the debtor promised to pay
Comments Enter any comments or notes from correspondence with respective debtor
Paid Amount Enter the amount paid
Paid Date Enter the paid date
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