<< Click to Display Table of Contents >>

Debtor Account Inquiry

 

Use this function to display debtors account details such as invoicing, receipts, transactions etc.

 

Invoices may also be printed from this inquiry function.

 

Current
Hist

Press the Hist option to display all history details. If the default is current then all the details will load quicker than if all the history details are being displayed.

 

Press

Account Inquiry9

to Display Shipto Addresses

 

Press

Account Inquiry10

Display cash debtors with account balance

A cash sale debtor is one with Zero terms

 

Account Details:

 

 

Account Inquiry1

Account Summary:

Right click on invoice amounts to display the invoice details for the corresponding period.

Unallocated Cash
Department Totals
Invoice List

 

Account Inquiry2

 

Invoices:

 

 

Account Inquiry3

Debtors Inquiry Invoice Details:

 

Rows displayed in GREEN are current invoices.

Rows displayed in WHITE have been paid and do not have a balance.

Rows displayed in RED are overdue.

 

Left click on the desired invoice row then right click to display various display options.

 

Display Invoice:        This is used to display the invoice details as stored in the data base
Print Invoice:                Used  to display the invoice on the screen as printed and sent to the client.
Display Receipts:        Used to display any receipt details on this invoice
Department Totals:        Used to display department totals
Retention:                Used to edit the retention details on this invoice

 

Receipts:

 

Account Inquiry4

Left click on the desired receipts row then right click to display various display options.

Display Receipts
Department totals
Display Invoice
Display Invoice Popup
Display Unallocated

Transactions:

Left click on the desired transaction row then right click to display various display options.

Display Transaction
Display stock transaction

 

Account Inquiry5

 

Sales:

Right click to display various display options.

Department Statistics

Account Inquiry6

 

Profit:

 

Account Inquiry7

Comments:

These comments are usually entered in the debtors Collection function.

Account Inquiry8