Plan: Available on every plan including trial (Starter).
Debtors groups people and companies you invoice. Most rows arrive from sync or import; you can also add one by hand.
Use the list
- Click Debtors in the nav.
- Open Filters, set criteria, then Apply filters.
- Click a company name to open debtor detail (for example Ashford Hotel Group).
- To create a row manually, click Add Debtor and complete company, first name, last name, email, phone as required.
After you add a debtor, you can attach invoices (manually or via later sync match) and set Never chase before any enrolment.
What this does not do
- Opening Debtors does not message the list.
- Add Debtor does not create the customer inside Xero/QBO/Sage for you.
- Filters do not delete records.