This is applicable to users with the Debtor Management Module
Continue readingCategory Archives: Debtor Management
Email Accounts Rendered
In the Debtor Management module for Abtrac5 you can bulk email accounts rendered by client. Follow the steps below to send batches of outstanding accounts using Microsoft Outlook :
- Set the Group Account Rendered to ‘Client’.
- Set the Print Option to ‘Email’.
- Click on the Account Rendered link.
Abtrac 5 -Email Account Rendered Settings
Invoices, Payments and Payment Receipts
With the optional Abtrac5 Debtor Management module invoice payments and outstanding accounts can be managed independently from your accounting software.
You can record invoice payments, account for write-offs and adjustments, print payment receipts, and report on your debtors from this add-on module.
Invoices and Payments
In AbtracOnLine invoice payments and outstanding accounts can be managed independently from your accounting software with our optional Debtor Management module.
You can record invoice payments, account for write-offs and adjustments, and report on your debtors from this add-on module.
Five Quick Invoicing Tips
Based on support calls and emails from our customers, here are our most commonly asked invoicing queries and their solutions.
Invoice Numbers
How can I change an invoice number, and why can’t I change the invoice ID?
Invoice Narrations
Why not save time and save as default the comments you use most often?
Generate Based on Invoice
Another time saver is to clone or copy invoices you have sent previously
Accounts Upload
The two most common reasons why an invoice fails to upload
Statements
Why isn’t my invoice appearing on this statement?
Statement or Account Rendered – which should you use?
There are two outstanding account forms available to use in the Abtrac Debtor module, an Account Rendered or a Statement.
