Client Settings > Debtor

Once you have created a client record in the system, it is important that you continue to the client card to complete the set-up with additional client settings.

The menu debtor allows you to set a defaults when creating a new invoice and manage debtors against the client.

DEBTOR

• Go to the resources module > resource default grid

• Select the client > open the client card

Open

• Click on the client settings tab > then select the debtor menu item

Open

From here you can:

1. Create, link or unlink debtor(s)

2. Create a new Debtor based on the current client data

3. Set a primary debtor for your client

4. Open the debtor card (click in the ‘name’ field) to and access full information

5. Quick view including total balance, due and whether they are a delivery debtor only

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