How to Access Debtor Transactions, Orders, and Statements

Description: Profitz provides shortcut buttons directly inside the Debtor Account Setup screen, allowing you to quickly access debtor transactions, AR orders, and debtor statements. This streamlines account management by reducing navigation time and giving you immediate access to key debtor information.

Step‑by‑step instructions

1. Select a Debtor Account

1. Navigate to Debtors › Debtor Account Setup.
2. Click to highlight the debtor account you want to review.

2. Open Debtor Transactions

1. With the debtor account highlighted, click the Transactions button.
2. The Debtor Transaction Enquiry screen will open, displaying all posted transactions for the selected debtor.

3. Open AR Orders

1. Click the AR/Customer Orders button to view all AR orders linked to the selected debtor.
2. This provides a quick overview of outstanding or historical orders.

4. Preview or Send Debtor Statements

1. Click the Statement button to preview the debtor’s statement.
2. From this screen, you can:
   • Preview the statement
   • Email the statement to the debtor
3. Profitz includes a standard statement template, but custom templates are also available.

FAQ

• Can I send a statement directly from Debtor Account Setup? Yes, use the Statement button to preview or email the statement.
• Are custom statement templates available? Yes, additional templates can be configured if you require a different layout.
• Do I need to open separate enquiry screens manually? No, the shortcut buttons open them instantly from Debtor Account Setup.

Related Articles

• Debtor (Customer) Setup Feature in Profitz
• How To Article: Debtor (Customer) Setup
• How to Generate Debtor Statements

• Debtor Transactions and Enquiry Feature in Profitz