How to track money received from debt clients
Once money is received from a client, the user will need to track which monies have been distributed to the various creditors.
Select the payments filter
1: Click on Payments - the Payments window will open.
2: Select the required view.
3: The payments of the selected status will be displayed.
Distribute the payment
1: Filter to Ready for Distribution - all the undistributed payments made will show.
2: Click Distribute - the entries are now moved to the distributed payment group.
The payment will be recorded in the data base according the type set-up in the bank's window. Click here for instruction. BACS payments will export a BACS file. Cheques will bee saved with their cheque number. After each cheque is sent, the system will adjust the next cheque number.
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