Debtor Collection
Create Debtor Collection
Void Debtor Collection
Edit Debtor Collection
Delete Debtor Collection
Print Debtor Collection
Click Finance
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Debtor Collection is for user to record the payment collection from debtor, and user can print this record as official receipt to debtor.
Click Debtor Collection
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Create Debtor Collection
1. Click Create (Single) to create
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2. At Document section, fill field highlighted in yellow:
a. Customer – Select debtor code
b. Salesman – Select salesman ID
c. Project – Click and select if have more than 1 project code in system
d. Remark – Key in remark if any (Example: Invoice no., Credit Note No., Debit Note no.)
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3. At Payment section, fill field highlighted in yellow:
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a. Type – Click to select payment collected is in Cash / Cheque / Online Transfer
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i) Cheque – If payment type is Cheque, user need to fill in cheque no. and cheque date.
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ii) Cash / Online Transfer – If choose this payment type, user NO NEED to key in cheque no. and cheque date
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b. Payment Method – User need to select at least 1 payment method to decide the payment entry is in cash/bank receipt.
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Payment Method maintenance can be done at:
Go to: Master > Payment Method (link to article)
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4. When all detail filled, click Save and Continue
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5. A message will show Debtor Collection document created
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6. Click Confirm to save the Debtor Collection to Completed status
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7. Click OK to confirm document
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8. A message will show Debtor Collection was saved under Completed status
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click here to close
Void Debtor Collection
1. Click Void to void document
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2. Key in reason to void document
3. Click Confirm
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4. Click OK to confirm void document
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5. A message will show Debtor collection has been void.
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click here to close
Edit Debtor Collection
1. Only Debtor Collection with Draft or Void Status can be edit.
2. Click Magnifying glass to view the document
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3. Click Update to edit document detail.
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4.After done edit, click Confirm to confirm document
5.Click Close to close the document
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click here to close
Delete Debtor Collection
Only Debtor Collection with Draft / WIP status able to delete.
1. Click Delete button to delete.
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2. Click OK to confirm delete document
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3. System will show message debtor collection successfully deleted.
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click here to close
Print Debtor Collection
1. To print Debtor Collection, go to Manage Debtor Collection, click on printer icon.
2. A pdf file will be downloaded. Open the pdf file and print.
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click here to close