Chapter 7. Managing your debtors
The Sales (Debtors) area of HandiBiz 2015 allows you to:
Enter debtor / customer information
Record customer invoices, payments and adjustments
Print invoices, adjustments and statement.
Produce debtor reports
To use the debtors system, you will need to do the following:
Ensure that the HandiBiz 2015 options have been correctly set . Refer to Chapter 2,
"Installing and configuring HandiBiz 2015".
Enter your debtors (customers).
Record any opening balances for debtors.
Creating debtors
You can create debtors in HandiBiz 2015 in two ways:
1. From the Entity menu, click Debtors
2. During the creation of an invoice or receipt.
Both methods will open the “Debtors” window or the “Select Customer” window:
Figure 30: The “Debtors” window
The “Select Customer” window opens when you complete a transaction within the system.
In a field requesting a customer reference code, you can either click the button or press
F2 to bring up this window.
Creating a new debtor
1. From the Entity menu, click Debtors. This will open the “Debtors” window.
2. On the "Debtors" window, click
New. This opens the “Debtors” detail window.
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