Debtor Invoice View
You can view the invoices that a Debtor has via the Invoices tab on their contact record card.
The Invoice tab provides a more accurate and streamlined view of the information, eliminating the need for digging around.
The Allocated Payments drop down shows a card schedule which can cover multiple invoices, they will conveniently be listed at the top of the payments section (as circled in the image above). Simply click on one of the payments, and you will instantly see the transaction data displayed below. Additionally, to the right, you will find further details showing which invoice the payment has been allocated against. This enhancement ensures a seamless and efficient viewing experience for you.
Ledger tab
A simplified view of transactions for Debtors. Explore the world of invoices, payments, credits, and everything in between. Clicking on an item will display a breakdown to the right. If you've ever used Ensemble, you'll find our Ledger tab to be very familiar.
Payment Schedule Tab
Here you will discover all Payment Schedules linked to your Debtor. Furthermore, you will effortlessly determine whether the schedule is currently active or complete by checking the Status column. By simply clicking on an item, you can access the relevant information on the right side. Moreover, you have the option to click on the Notice to view any emails that were dispatched regarding that particular item.
