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 

 

 Enter a code 

 Enter a description 

   

 

 Click the Create button 

 Then go to Activity 

 Collections 

 

 You will note your collections schedule has been created 

 Double click to open the collections list 

 

 

 

 

 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