List Tab

Use the procedures in this section to view debtor information such as balances, amounts due, and contact information. You can also filter the debtor information by selecting any of the views from the drop-down menu on the grid toolbar.

Contents

Field	Description
Debtor List with Balance View	This view displays all debtors, their contact persons, balances due, and contact information such as email addresses and phone numbers. In this view you can add and remove debtors and see information about due invoices.
Debtor Setup	This view displays detailed debtor information such as addresses, contact numbers, and bank details. In this view you can add and remove debtors, view due invoices, and update debtor information.
Debtor Communication Log Overview	This view displays all debtor communications. In this view you can update specific fields and search for debtor information using keywords or dates.
Aged Debtor List	This view displays all debtors' overdue balances with date periods. In this view you can see due invoices and search for debtor information using keywords.