Difference between revisions of "Debtor Form"
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| + | [[File:Debtor Form.jpg|500px|right|Debtor Form]] | ||
==DEBTOR FORM== | ==DEBTOR FORM== | ||
The DEBTOR FORM is where data on each account can be viewed. | The DEBTOR FORM is where data on each account can be viewed. | ||
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should be done, add a comment if needed then click submit. When the date that was typed in arrives the | should be done, add a comment if needed then click submit. When the date that was typed in arrives the | ||
person whose id is typed in the officer field will see this reminder. | person whose id is typed in the officer field will see this reminder. | ||
| + | ====SMS==== | ||
| + | Click on this button and a window to send SMS will show up. You can send messages immediately or schedule for a later date. | ||
====Promise==== | ====Promise==== | ||
Use this section to enter promises that this debtor has made, enter the date of the promise, the amount | Use this section to enter promises that this debtor has made, enter the date of the promise, the amount | ||
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Other Information Additional information for the debtor. Original account number, original institution and | Other Information Additional information for the debtor. Original account number, original institution and | ||
bank branch. | bank branch. | ||
| + | |||
| + | ====Attachment==== | ||
| + | Here you can attach any document pertaining to the account[[File:Debtor form Attachment.jpg|right|400px|Attachments]].To add an attachment click get file a dialog window will open you navigate to the file, select it then click open. The file will then be attached to the account. | ||
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| + | . | ||
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====Group==== | ====Group==== | ||
| − | This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg | + | This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|400px|right|Group]] |
or removing a member. A group can also be created here by clicking on the create group button. | or removing a member. A group can also be created here by clicking on the create group button. | ||
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| + | |||
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| + | . | ||
====Financial Information==== | ====Financial Information==== | ||
To be able to edit the financial information double click on the owing field this will bring up the financial | To be able to edit the financial information double click on the owing field this will bring up the financial | ||
information for the account that you can edit if you are given the access. | information for the account that you can edit if you are given the access. | ||
Latest revision as of 05:26, 2 April 2023
Contents
DEBTOR FORM
The DEBTOR FORM is where data on each account can be viewed. Account # Enter the account number to search for and press enter the information for the account will then be displayed in the form.
Notes
Double click inside this box and a smaller box will appear for you to enter new notes for this account.
Payment
This tab will display all the payments posted for this account. The payment form button will load the Payment form with payment history and ready to accept payment.
Contact
This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter, fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this should be done, add a comment if needed then click submit. When the date that was typed in arrives the person whose id is typed in the officer field will see this reminder.
SMS
Click on this button and a window to send SMS will show up. You can send messages immediately or schedule for a later date.
Promise
Use this section to enter promises that this debtor has made, enter the date of the promise, the amount promised and a comment if needed. Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor Other Information Additional information for the debtor. Original account number, original institution and bank branch.
Attachment
Here you can attach any document pertaining to the account
.
Group
This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding
or removing a member. A group can also be created here by clicking on the create group button.
.
Financial Information
To be able to edit the financial information double click on the owing field this will bring up the financial information for the account that you can edit if you are given the access.
