Introduction to Debtors

The Portal uses a Debtors package to allow your Company to invoice Account Holders for items sold or services rendered. The Debtors package is used to keep records of transactions, issue monthly statements and make payments against invoices for your customers. In this section of the Portal we will investigate the administrative and reporting functions of the Debtors package.

A special menu is provided for the Debtors package. The Debtor Menu can be opened by selecting Menus, Customer, Services and Debtors from the Navigation Menu. Note that configuration of the Debtors package can be performed in both the Company Options screen and the Site Options screen.

This section of the Zen Help System contains the following tutorials:

• Debtor Administration, which looks at the maintenance of your Company's Debtor accounts including invoicing, payments and issuing statements.

• Debtor Reports, which discusses the Portal's Debtor reporting functionality.

• PDT Debtors Menu, which discusses the Debtor functionality available in a hand-held PDT unit.