Debtors
Use the Debtors module to see an overview of what is happening with all of your debtors, manage debtor information, monitor invoice status, send reminders, and track subscription agreements and invoice subscriptions. It contains the Debtor List, Debtor Invoices, Debtor Reminders, and Subscriptions submodules.
WorkBook defines debtors as a paying customer or an invoice address client that is different from the client. An invoice address client means that your client asked you to send invoices to a different address and there is no need to create a new client. You only have to add a new debtor to the client and WorkBook will use that on the invoice or as a delivery address.
- Related Topics:
- Debtor List
Use Debtor List under Finance & Administration to view the full list of debtors with current and overdue balances, debtor transactions, unmatched invoices for elimination, and invoices with remainder balances. It enables you to modify debtor information and manager debtor communication logs. It also gives you information on when and how much you will be paid. - Debtor Invoices
Use Debtor Invoices under Finance & Administration to view invoices across all jobs and clients, add invoice numbers, attach invoices to email messages, and create electronic invoices. - Debtor Reminders
Use Debtor Reminders under Finance & Administration to design and specify the messages for an unlimited number of reminders. It enables you to send the reminders to debtors with due invoices either electronically or via postal mail. - Subscriptions
Use Subscriptions under Finance & Administration to view active and expired subscriptions. It enables you to create subscriptions and subscription invoices, mark client subscriptions as expired, edit subscription specifications, and display subscription general logs. - Batch Billing
Use Batch Billing under Finance & Administration to view active and failed invoices. It enables you to view, create, and cancel batch invoices.
Parent Topic: Finance & Administration