Display Debtor Information Cards

Use the Debtor information card under the Debtor list submodule to view or edit debtor information, bank settings, and the debtor communication log.

To use the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To display the debtor information card:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the debtor information cards that you want to view.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
4. Click the List tab and highlight the debtor whose information card you want to view.
5. Click and click any of the following:
   • Debtor Information: This tab lets you view and edit the debtor's information such as address, email, public number, and so on.
   • Bank settings: This tab lets you view and edit the debtor's bank settings such as bank account, SWIFT no., IBAN, and so on.
   • Communication log: This tab lets you add or delete communication log entries with the debtor.
6. If you want close the debtor information card, click again.