Debtor Accounts List Screen

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You will be using this option whenever you wish to create a new debtor (customer / client) account, change the name, contact details addresses, messages, accounting information and terms of an existing account, or to delete an existing account.

To Access the Debtor Selection Screen:

1.Click on the Debtor button on the Sidebar (Quick menu), or click on the Edit  →  Debtor menu.

F5

The Debtor Accounts screen is displayed:

2.Sidebar The following buttons (quick links) are available:

a.Listing Quick link to the Reports  →  Debtor  →  Listing menu.

b.Age Analysis Quick link to the Reports  →  Debtor  →  Age Analysis menu.

c.Invoices Quick link to the Input  →  Documents  →  Invoices  →  Enter menu.

d.Quotes Quick link to the Input  →  Documents  →  Quotes menu.

e.Credit Notes Quick link to the Input  →  Documents  →  Credit Notes menu.

3.Buttons

a.New Create a new debtor (customer / client) account.

b.Delete Delete remove a selected debtor (customer / client) account.

c.Edit Add or change the details of a selected debtor (customer / client) account.

You may also double click on a selected debtor (customer / client) account.

d.Save Save any changes to a  selected debtor (customer / client) account.

e.Cancel Cancel will revert to the previous values. Any changes will not be saved.

4.Line Count This will display the number of records (debtor (customer / client) accounts) that is available on the list. This will display the number of records (rows / debtor (customer / client) accounts) that matches your filter / search criteria.

5.Search Filter

a.Filter Column -  None is the default. You may select any of the twenty-seven (27) columns (i.e. Debtor Code, Name, Contact Person, Debtor Group 1, Debtor Group 2, Address 1, Address 2, Address 3, Postal Code, Telephone 1, Telephone 2, Fax, E-mail, Bank Account Type, Bank Account No., Last Invoice, Reference, Due Days, Debtor Group 1 Sort, Debtor Group 2 Sort, Delivery Address, Delivery Address2, Delivery Address 3, Delivery Address Postal Code, Delivery Address Country,  X.  

b.Like Default operator. Others that may be selected is <, >, <=, >=, <>.

c.Value Enter the text e.g. city, telephone numbers, postal code etc.

d.Search button Click to filter / search for your criteria.  

e.Search button Click to clear / reset the filter / search for your criteria.

6.Context menu The following options are available:

a.Create Invoice A new Invoice (Document Entry screen) will be launched for the selected debtor (customer / client) account.

b.Create Credit Note A new Credit Note (Document Entry screen) will be launched for the selected debtor (customer / client) account.

c.Create Quote A new Quote (Document Entry screen) will be launched for the selected debtor (customer / client) account.

d.Reports Print the postal or delivery address labels of selected debtor (customer / client) accounts.

e.Debtor group 1 / 2 - Change the debtor group (if set on the Setup → System parameters → Groups menu).


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