The main purpose is allow system prompt a notification message to remind user a specific debtor has reach the credit term and block user from issuing invoices to the debtor until payment has been made.
Step 1: Enable Bills Due Function
Step 2: Set debtor credit term
Step 3: Issue sales invoice
Step 4: View payment due report
Step 1: Enable Bills Due Function
1. Go to System and select General Setup
2. Go to Bills Tab
3. Tick on Check for bills due
4. Click on OK button
Step 2: Set debtor credit term
Table 1: Set credit term for debtor account
1. Go to Debtor then Debtor Maintenance
2. Select a debtor according to Table 1 then click on Edit button
3. Enter credit terms
4. Click on Save
Step 3: Issue sales invoice
Table 2: Enter sales invoice (for billing side)
1. Go to Sales and select Invoice
2. Click on Add button
3. Enter Header data according to Table 2
4. Click on Body
5. Continue enter Body data according to Table 2
6. Click on Save Product button
7. Click on Save button
8. Continue enter second transaction according to Table 2
9. Click on Save Product button
10. Click on Save button
11. System prompt a message to notify user there is a bill due. Click on OK button.
12. System will not allowed user to save this sales invoice
13. To allow user continue to enter the transaction, enter
User ID : admin
Password : adim
14. Click on Login button
15. System save the transaction
Step 4: View payment due report
1. Go to Debtors and select Debtor Reports
2. Select Debtor Payment Due
3. Click on OK Button
4. Filter data according table below
5. Click on Print button
6. Click on Preview button
The outcome of the report is as follows:
