Maintaining debtors

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…
Maintain information about the debtor, including contact details and the students that the debtor is currently paying for.	Debtor Maintenance - Debtor tab.
Maintain general information about the debtor.	Debtor Maintenance - General tab.
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.
Record any comments about a debtor.	Debtor Maintenance - Comment tab.
Apply concessions to individual students.	Debtor Maintenance - Concessions tab.
Record any special payment arrangements for outstanding accounts.	Debtor Maintenance - Arrangements tab.
Redirect debtor charges to other debtor accounts.	Debtor Maintenance - Split Payments tab.
Define who will receive statements or tax invoices.	Debtor Maintenance - Statements tab.
See what charges are outstanding for the debtor.	Debtor Maintenance - Outstanding tab.
Define instalments and display a history of the instalment charges to the debtor.	Debtor Maintenance - Instalments tab.
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.
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.
View and maintain: documents uploaded to the debtor's DocMan tab correspondence sent to the debtor emails included from Microsoft Outlook.	Debtor Maintenance - Correspondence tab.
Display a list of past transactions from: your legacy school administration system previously archived Synergetic transactions.	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.