Accessing Debtors through the Customer List:

1. Sign in to the system with your credentials.
2. Navigate to the "Customers" section and select "Customer List".

Selecting A Debtor From the Customer List:

• Details Section:
  • First Name: First name of the Debtor.
  • Last Name: Last name of the Debtor.
  • Email: Email address of the Debtor.
  • Phone: Phone number of the Debtor.
  • Rating: The star rating of the client.
  • Last Visited: The date the Debtor last visited.
  • Notes: A note that was add when the debtor was created.

• Account Balance:
  • This shows the the amount of Debt the Debtor has.

• Process Payment:
  • Payment Method drop down: Allows you to select which payment method the Debtor is using to add to Credit.
  • Payment amount: Amount of money the client wants to pay.
  • Tip Amount: Amount of Tip the client wants to add to the payment.
  • Description: Any description you would like to add to the payment.

• Wallet Section:
  • Customer Wallet: Displays the Maximum Credit limit and Maximum Debit limit of the customer.

• Statement Section:

  • Current Balance: Displays the amount of money the customer currently has as debt or Credit and allows you to Download the invoice by selecting the “Download” Button.
    • Credit = Green
    • Dept = Red
  • Email Report: Allows you to email the invoice to the Customers email or any email you wish to add.
  • Filter By Date: Choose between latest balance or balance at a specific date.