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In WorkBook, debtors are defined as the entity receiving and paying the invoice. Debtors are linked to the clients for the purposes of allowing billing to a debtor from a Workbook client record.
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STRUCTURE
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CLIENTS NAVIGATION
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NUMBER | FUNCTIONALITY |
1 | The further options menu is where you can create and deactivate records. |
2 | The filter allows you to filter records by type (i.e. client, supplier), by company or Dept. (only applicable for employees) or other attributes, such as geography. |
3 | Use the modify grid feature to group by type or remove columns not in use. |
4 | Use the sidebar to access, add and edit details relating to the client (or other resource) that you have selected. This will open the client card. |
5 | The client card allows you to access/edit/add different attributes and sub-records. For a full definition of all fields and attributes stored on a client see Appendix 1 |
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