Update Debtor Payment Information

Update the payment information in the Transactions tab subgrid to provide the complete details about a specific debtor transaction.

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

To update the payment information of a debtor:

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 payment information that you want to update.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtors list.
4. Click the List tab and highlight the debtor with the transaction whose payment information you want to update.
5. Click the Transactions tab and highlight the transaction whose payment information you want to update.
6. In the subgrid, click Payment information and provide or edit the necessary information.