You're able to view and generate a list of your clients as part of Debtor management and view a list of outstanding invoices for clients.
- In the quick menu navigate to Invoicing> Debtor Management
- Use the Filter to view a Date range, specific Office code or Operation (Client)
- Click Generate.
This will display your Operations (Clients) including Amount due, and the 30, 60, 90 day Debtor pipeline.
- To resort Operations (Clients)- click a heading category in the table
- To view outstanding invoices- click on the client name to view outstanding invoices.
- To view the Transaction History- click on the transaction history button for your desired Operation (Client).
From this page, you're also able to: