Debtors
Use the Debtors submodule in the Finance & Administration 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. Debtors provides the Debtor List, Debtor Invoices, Debtor Reminders, and Subscriptions.
WorkBook defines a debtor as a paying customer or an invoice address client that is different from the client. An invoice address client is a client who has asked you to send invoices to a different address, and there is no need to create another client. You need only add a new debtor to the client, and WorkBook uses that on the invoice or as a delivery address.
- Related Topics:
- Debtor List
Use Debtor List in the Debtors submodule in the Finance & Administration module to view the full list of debtors that have current and overdue balances, debtor transactions, unmatched invoices for elimination, and invoices that have remainder balances. Debtor List enables you to modify debtor information and manage debtor communication logs. Debtor List also gives you information on when and how much you will be paid. - Debtor Invoices
Use Debtor Invoices in the Debtors submodule in the Finance & Administration module 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 in the Debtors submodule in the Finance & Administration module to design and specify the messages for an unlimited number of reminders. Debtor Reminders enables you to send the reminders to debtors that have due invoices either electronically or via postal mail. - Subscriptions
Use Subscriptions in the Debtors submodule in the Finance & Administration module to view active and expired subscriptions. Subscriptions 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 in the Debtors submodule in the Finance & Administration module to view active and failed invoices. Batch Billing enables you to view, create, and cancel batch invoices.
Parent Topic: Finance & Administration