Debtor notes

Store conversations and status of invoice payment and chasing of outstanding invoices.

ClosedGetting Started
Who Can Use It? Where Is It?

Project manager

Director

Administrator

System Administrator

Projects > Invoice Maintenance

Tip: A report is available to view all outstanding debtor notes.

Create a debtor note

Allows the user to store a note against an invoice for debtor chasing and queries made on the invoice that can then be printed out.

ClosedComplete the following steps
  1. Type in the Invoice number | press enter.
  2. Double click the invoice number | an invoice summary will appear (above).
  3. Select the Debtor Notes tab.
  4. Click New .
  5. Add the note text.
  6. Tick the box to set a reminder | select the date and time.
  7. Save and close
ClosedView the reminder Alert

An Alert can be issued to the user when the reminder is due, it will appear on the Home Dashboard. Firstly switch the Alert on and then add the Alert plugin to your Home dashboard. 

Print the debtor note report

Print a list of the debtor notes added to outstanding invoices.

Where: Reports > Debtor notes (Practice)

ClosedComplete the following steps
  1. Double click the report.
  2. Add the filter - Invoice status - add IS Owing and Overdue to the filter.
  3. Select Sorting and Grouping - under the Sort by select Project :: then by (optional) Invoice Date.
  4. Select Style and Save - tick Save this report so next time you run this report you will not have to apply the filters and sorting again as it will be listed as one of 'My Reports'.
  5. Run.

Suggested Reports

Report Category Report title

Practice

Owing Invoices showing Debtor Notes

 

Debtor Notes

 

Add the following filters:

Invoice Status = Overdue, Owing

[does not return paid invoices with debtors notes]

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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