How to:
- Search for an existing debtor on the system. See Searching for debtors (on page ).
- Create a new debtor, either from an existing community member or by creating a new community member. See Creating new debtors (on page ).
- Rename debtors. See Renaming debtors (on page ).
- Override the debtor's name, such as when the debtor needs a company name displayed on their statement. See Overriding the debtor's name
Anchor H_22237 H_22237 (on page ). - Inactivate or delete a debtor. See Deleting debtors or making them inactive (on page ).
- Reprint individual statements. See Reprinting individual statements (on page ).
- Email a statement to a debtor. See Emailing individual statements (on page ).
- Reprint receipts. See Reprinting receipts
Anchor H_1265 H_1265 (on page ). - Remove a debtor from the statement run. See Removing a debtor from a statement run (on page ).
What you can do:
What you can do… | See… | |||
|---|---|---|---|---|
Maintain information about the debtor, including contact details and the students that the debtor is currently paying for. | Debtor Maintenance - Debtor tab (on page ). | |||
Maintain general information about the debtor. | Debtor Maintenance - General tab (on page ). | |||
Review the status of the debtor's account. | Debtor Maintenance - Financial tab | |||
Define the usual way the debtor will settle their account. | Debtor Maintenance - Payment Type tab (on page ). | |||
Record any comments about a debtor. | Debtor Maintenance - Comment tab | |||
Apply concessions to individual students. | Debtor Maintenance - Concessions tab (on page ). | |||
Record any special payment arrangements for outstanding accounts. | Debtor Maintenance - Arrangements tab | |||
Redirect debtor charges to other debtor accounts. | Debtor Maintenance - Split Payments tab (on page ). | |||
Define who will receive statements or tax invoices. | Debtor Maintenance - Statements tab (on page ). | |||
See what charges are outstanding for the debtor. | Debtor Maintenance - Outstanding tab (on page ). | |||
Define instalments and display a history of the instalment charges to the debtor. | Debtor Maintenance - Instalments tab (on page ). | |||
View all transactions (charges and receipts) posted to the debtors account. | Debtor Maintenance - History tab | |||
List all payments made to accounts by the debtor. | Debtor Maintenance - Receipts tab (on page ). | |||
View a history of all sales charged to the debtors account, such as uniforms and books. | Debtor Maintenance - Sale Charges tab | |||
List all the invoices issued to the debtor. | Debtor Maintenance - Invoices tab | |||
Record all letters, phone calls and other communications with a debtor. | Debtor Maintenance - Debtor Comms tab (on page ). | |||
View and maintain:
| Debtor Maintenance - Correspondence tab | |||
Display a list of past transactions from:
| Debtor Maintenance - Archive tab | |||
Maintain documents associated with the debtor. | Debtor Maintenance - DocMan tab | |||
View the audit trail of debtor changes. | Debtor Maintenance - Maint tab | |||
Define your own tabs or programs within Synergetic. | Debtor Maintenance - User Forms tab |