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