How to Add a Clients Debts
NOTE: When setting up a new debt client, the user can be guided to this window automatically.
Open the Search window
1: Click Search from the menu - the Search window will open.
Select a Client
1: If required, enter some search criteria or press enter for all.
2: Double click on the required Client - the Client window will open.
Add a Debt
1: Click the Debts tab - the Debts tab will open.
2: Click Add - a new debt will be added.
3: Click the Debt Details Tab - the Debt Details will open.
4: Click the Creditor button - the Banks window will open.
Select a Creditor
1: Double click the required Creditor to select.
Complete the Debt Details
1: Fill in the Account Ref.
2: Select a Debt Status from the drop down list. Click here to learn How to update Debt Statuses on the drop down list.
3: Fill in the details of the debt.
4: Select an Interest Status from the drop down list. Click here to learn How to update Interest Statuses on the drop down list.
5: Select a person from the drop-down list.
6: Click OK to save the debt and close the Client window
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