Debtors, salesperson, balances, and overpayments

Salesperson assignment, debt control, customer balances, and overpayment application.

Last updated 20 days ago

You can automate several routine tasks in the general Financial settings.

Automatically assign salesperson populates the salesperson field based on the individuals responsible for the customer. Show only customers with a balance shortens the customer selection list on document forms. Show delivery address includes it on invoices and proforma invoices.

In the debtor threshold settings, specify how many overdue invoices a customer must have to be classified as a debtor. Another toggle allows you to either permit or restrict the creation of new sales records for them. Align these settings with your actual debt management procedures.

Enabling automatic overpayment application allows an unused customer balance to be linked to a new document. The option to suppress payment notification emails is useful for bulk imports, though this means the customer will not receive the standard confirmation.

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