Debtors

Debtors

DEBTORS

This article provides a comprehensive guide on utilizing the debtors function within a system, facilitating efficient management of invoices pending payment. It outlines step-by-step instructions, including accessing debtor summaries, sending communications, generating reports, adding remarks, and applying various payment methods. Through clear and concise explanations, readers are empowered to navigate the system seamlessly, optimize debtors' tracking, and streamline payment processes for enhanced organizational efficiency.



Begin by accessing the debtors function, allowing precise tracking of invoices pending payment within specific time-frames. Within this section, gain insights into the total debtors and their overdue percentages categorized by 30, 60, and 90 days.


Step 1: Sending Communication

Initiate communication with debtors using the "Send SMS/Emails" feature. Handpick debtors from the list, compose your message, and dispatch it effortlessly.





Step 2: Generating Reports

Generate comprehensive reports by clicking the "Debtors Report" button. Tailor reports to specific timeframes, showcasing detailed debtor information and outstanding invoices, suitable for various uses including printing or distribution to parents.






Step 3: Adding Remarks

Enhance record-keeping by utilizing the "Notes" option. Embed relevant comments pertaining to the invoice follow-up process for future references





Step 4: Payment Application

Optimize payment processes by initiating actions directly through the "Make a Payment" button.

Firstly, ensure that the pending payment invoices are visible on the right side of the screen. Once the invoice for payment is identified, click on the small box to select the record. Upon selection, the block on the right side is automatically populated with the chosen information.

Next, proceed to select the desired payment method for applying the payment. If the payment is partial rather than for the total amount, adjust the payment amount accordingly.







Select the "Cash" option for payment. Choose between full or partial payment, confirming your decision seamlessly.



Opt for the "Check" payment method. Input the check number and specify payment amount, facilitating efficient processing.



Choose the "Account Bank" option for bank transfers. Input required account details, facilitating secure and swift transactions.



Select the "Credit Card" option for card payments. Enter card details, submit, and verify transaction completion.



By adhering to these steps, efficiently manage debtors, communicate effectively, generate detailed reports, and execute diverse payment methods seamlessly within the system.






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