Debtor

Debtor Inquiry is an account inquiry screen. It shows details of amounts, invoices, payments, etc., on transactions and summaries of open balances by accounting period (ie. 30 days, 60 days etc).

Debtor inquiry provides additional convenient methods for updating Debtors details such as addresses, phones, contacts and even notes. These can be added to the Debtor Inquiry Book providing a detailed history of events or communications with the Debtor. This is a great way to manage the entire Debtor record from the one location.

These details can also be updated and maintained in the Debtor Book.

Sample Debtor Inquiry Form

Entry Instructions Debtor Inquiry Form

• Option to change the Ageing Date for the inquiry only <tab>.
  The Ageing Date can be set permanently in Control Information form .
• Select the AgeBy flag <tab>.
  Setting the AgeBy flag also changes the AgeBy flag in Control Information form which effects the data that is collated for the printing of statements and collation of data for Debtor Reports.
• Option to select Show Nil Balance <tab> (use spacebar or left mouse click to select/deselect the flag).
• The Stop Credit flag is highlighted if the Debtor is placed on Stop Credit in the Debtor file or Debtor on Stop Credit file.
• Archived?
• Include if after aging date?
• Key in or select the Debtor Code <tab> (right mouse click to Find and Maintain a record).
  The Debtor payment Terms automatically default from the Debtor file.
• Outstanding balances are shown for each Aging Period and the combined total of these are shown in the Balance field.
• Highlight a record and right mouse click Line Details to retrieve additional information such as the account code allocated to the record, tax amounts etc.

Note:- There is an additional filter feature that changes the sort order of the Debtor records. Click on the View text located above the Aging Date (top left) to change the view in which the records are sorted.

Completion Instructions Debtor Inquiry Form

• Select OK or <Enter> to save changes to the Debtor Inquiry form.
• Select Cancel to reset the Debtor Inquiry form to original settings.
• Select Line Details to retrieve additional information for the current Debtor Inquiry record ie. such as account code allocated to the record, tax amounts, etc.

GO TO

Entry Instructions - Notes - Debtor Inquiry Book.
Entry Instructions - Address - Debtor Inquiry Book.
Entry Instructions - Phone - Debtor Inquiry Book.
Entry Instructions - Contact - Debtor Inquiry Book.

Click on the Payments tab to view all Payment Transactions - Debtor Inquiry Book.
Click on the Invoices tab to view all Debtor Invoice Transactions - Debtor Inquiry Book.

Print This Page