Overview 

Debtor liabilities are raised by sales orders and debtor invoices that are recorded against a unique debtor number.  A history of these details together with monies received, discounts granted and adjustments made are displayed in the Transaction Form tab of the debtor record.  Debtor transaction history details and balances are updated when:

• sales orders and credit notes are processed , and
• debtor invoices, adjustments, cash book receipts or payments and bank reconciliation's are activated
• imported sales orders are processed
• imported debtor transactions and cash book transactions are activated

Debtor accounts can be set to age on a Weekly, Fortnightly, or Monthly basis. The Period Rollover process ages the balances one period regardless of the date of the transaction.   End of period is always run in the new period or new month - e.g. aging at the end of June 2014, the rollover is performed in July 2014. For example, a sales order dated 20 June 2014 and aging for month end 1 July 2014, ages any amount outstanding on the order into Period 1 or 30 days. This information is displayed in the Financial Form Tab of the debtor record.

• Features - find out more about the
• Configuration - what's needed to get going
• Defining the maintenance form - detailed explanation of each tab and field
• Creating new customer accounts - how to record new customer accounts
• Entering transactions into JIWA 7 - invoices and adjustments
• Running off Debtor statements - print, email or fax out your statements
• Finding out customer information - outstanding orders, back orders etc
• Running reports - different options available

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