View Your Debtors

View Your Debtors

Overview  

This video will show you how to view your debtors in Khaos Control Cloud. A description of the screen is below the video.


Steps 

Open the [ Accounts | Debt Management ] screen.

The screen consists of the following columns:
  1. URN: the customer or suppliers URN.
  2. Name: the customer or suppliers.
  3. Total: total of all invoices which may be spread over various periods.
  4. Unalloc: amount of unallocated payments and/or credits on the account. Note: these will show as a minus figure.
  5. Owed: total minus the Unalloc values to show total owing, a negative figure indicates a credit balance.
  6. Credit Limit displays the credit limit as set for each Customer / Supplier in their [ Customer / Supplier | Detail | Financial ] tab.
  7. Current: period 0; new invoices.
  8. Period #: aged invoices based on month or week, amounts in red are overdue based on the customer's credit terms.
  9. Debt Chase: user-defined; used for customer debt tracking.
The Actions button allows you to:
  1. Toggle Credit Stop which will prevent a customer from having sales orders created for them. They will have a yellow background in the grid.
  2. Change Debt Stage which allows you to change the 
  3. You can Print a Statement which you can download and send to the customer.
The Filter button allows you to filter the grid by various options. It is worth having a look to see what is available and what suits your business requirements.