Debtor notes

Who Can Use It?	Where Is It?
Project manager Director Administrator System Administrator	Projects > Invoice Maintenance

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

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. 

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.