View a sales contact/debtor in InSite

Via the Debtors menu function, you open an overview of all debtors in InSite. From this overview, you open the properties of a specific debtor to view the data.

To view a sales contact/debtor:

  1. Open the site.
  2. Log on with the user name and password.
  3. Click on: OK.
  4. Click on: Relations.
  5. Click on: Debtors.

    InSite can be configured differently for you, in which case the description of the action may deviate.

    You can use the quick filter to search for the correct debtor.

  6. Open the properties of the debtor.
  7. You can view the data here.
  8. View the Payment details part for among other things the outstanding balance, the average number of days between the invoice and payment dates, and the average invoice amount.

    The payment details displayed by InSite depend on the sales contact profile. In the debtor properties (in Profit), the Profile field on the General tab shows which sales contact profile has been linked. In the relevant sales contact profile, an administration has been linked on the General tab. InSite only shows the payment details of this administration. Ask your application manager to change or clear this field if InSite does not display any payment details.

  9. Under the Go directly to button, you can open the links for the organisation. Possible links are:
    • Subscriptions
    • Contacts
    • Dossier
    • Invoices
    • Financial changes
    • Actual costing
    • Outstanding items
    • Organisation or Person (if the contact is a person)
    • Projects

See also

Directly to

  1. Sales contacts/debtors in InSite
  2. Configure sales contacts in InSite
  3. View a sales contact/debtor in InSite
  4. View a purchase contact/creditor in InSite