View a debtor card

The Debtor card for a selection of debtor(s) displays the entries for a single financial year (and any selected periods), including any opening balance entry, for each debtor.

This description applies to debtors as well as creditors.

To view a debtor card:

  1. Go to: Financial / Output / Report.
  2. Open the report: Debtor chart (Profit) (or Creditor chart (Profit)).
  3. Enter the financial year and select the periods, if desired.
  4. If desired, determine the debtors you want to see by setting limit values.
  5. Select the following check boxes:
    • Select New page per debtor to have each debtor card printed on a new page.
    • Select Totals per period to have the period totals shown on the report. Yearly totals are always displayed.
    • Select the Only debtors with entries check box if you do not want to see debtors without entries in the specified period.
  6. Click on: Finish.

Directly to

  1. Debtor monitoring
  2. Set or view the debtor monitoring status
  3. View payment behaviour
  4. Set or view a credit limit
  5. View outstanding items
  6. View a list of balances
  7. View an ageing analysis
  8. Record a dossier item
  9. View invoices
  10. Block and release invoices
  11. View a debtor card
  12. View the financial turnover by debtor
  13. Historical overview of debtors