Everything you need to know about the Credit Control module
Chase debtors, write off and process bad debts
14 articles
- Next Generation - Amending invoice dates in Chase Debtors EnquiryA guide to using Amend Invoice Dates, covering how to update the due date, anticipated receipt date, and chase status for one or more transactions from the Chase Debtors screen.
- Next Generation - Change or update customer dates on a transactionA guide to updating customer dates in the Credit Control module, covering how to amend the next contact date, payment promised date, and anticipated receipt days from the Chase Debtors…
- Next Generation - Create, edit, and delete tasks in Chase DebtorsA guide to creating, editing, and deleting tasks in the Credit Control module, covering how to add dated reminders and assign them to users from the Chase Debtors screen.
- Next Generation - How to deal with VAT on bad debtsA guide to handling VAT on bad debts, covering how VAT relief is claimed for invoices under and over six months old, and the steps to post the necessary journal…
- Next Generation - Process reverse bad debts written offA guide to reversing bad debt write-offs, covering the steps to process a reversal and the system actions that follow, including unallocating transactions and reinstating the original invoice as outstanding.
- Next Generation - Process write off bad debtsA guide to processing bad debt write-offs, covering the steps to select and process transactions, the rules applied depending on the invoice age, and how the system handles VAT and…
- Next Generation - Set up the Ageing Method for credit control and what they mean DescriptionA guide to setting up the ageing method for the sales and purchase ledgers, covering the available options and how to configure them in System Options.
- Next Generation - The anticipated payment days for a customer explainedAn overview of Anticipated Days, covering how the two calculation methods work and how the system calculates the average number of days from invoice or due date to allocation.
- Next Generation - The Chase Debtors screen
- Next Generation - The Reverse Bad Debts Written Off screenAn overview of the Reverse Bad Debt Written Off screen, covering how to review, filter, and process reversals of previously written-off bad debts.
- Next Generation - The Write Off Bad Debts screenAn overview of the Write Off Bad Debts screen, covering how to review and filter overdue sales invoices and process bad debt write-offs.
- Next Generation - Update or change the debt status on a transactionA guide to updating debt statuses in the Credit Control module, covering the three default statuses and how to assign or amend a debt status across one or more transactions.
- Next Generation - View, upload, download, preview, and delete documents for transaction in Chase DebtorsA guide to managing documents in the Credit Control module, covering how to upload, view, preview, download, and delete documents against transactions from the Chase Debtors screen.
- Next Generation - View or amend the default Debt Statuses in the Credit Control OptionsA guide to creating, editing, and deleting tasks in the Credit Control module, covering how to add dated reminders and assign them to users from the Chase Debtors screen.