Debtor management

You're able to view and generate a list of your clients as part of Debtor management and view a list of outstanding invoices for clients.

  1. In the quick menu navigate to Invoicing> Debtor Management
  2. Use the Filter to view a Date range, specific Office code or Operation (Client)
  3. Click Generate.

This will display your Operations (Clients) including Amount due, and the 30, 60, 90 day Debtor pipeline.

  1. To resort Operations (Clients)- click a heading category in the table 
  2. To view outstanding invoices- click on the client name to view outstanding invoices.
  3. To view the Transaction History- click on the transaction history button for your desired Operation (Client).


From this page, you're also able to:


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