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 Debtors button on the Sidebar (Quick menu), or click on the Edit → Debtors (F5) menu.

Debtor listing reportsDebtor age analysis reportsInvoicesQuotesInvoicesDebtor accounts context menu reportsDebtor account - Change debtor groupDebtor accountsCreditor accountsStock itemsCalendarDocumentsLedger analyserCreate / Edit debtor accountsDelete debtor accountsExport Debtor accountsOpen Set of BooksBackup / Restore a Set of BooksBatch entryDocumentsBank reconciliationOpen item linkSearch investigatorRegister TurboCASH4File menuEdit menuInput menuReports menuUser reports menuSetup menuTools menuHelp menu

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

a.Listing – Quick link to the Reports → Debtors  → Listing menu.

b.Age analysis – Quick link to the Reports → Debtors  → 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, Contactperson, 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 address 2, 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).