#Debtors

Track money owed to your organization by customers or other parties.

#Creating a Debtor

1. Go to Finance → Debtors
2. Click New Debtor
3. Fill in:
   • Name — Debtor's name
   • Amount — Total amount owed
   • Date Opened — When the debt was created
   • Contact Info — Email, phone, address (optional)
   • Notes — Additional information

#Managing Debtors

#Viewing Debtors

The table shows:

• Name
• Original amount
• Current balance
• Active status
• Date opened

#Recording Payments

When a debtor makes a payment:

1. Open the debtor record

2. Click Add Payment

3. Enter:

   • Amount — Payment amount
   • Date — Payment date
   • Payment Method — Cash, Check, Bank Transfer, Credit Card, or Other
   • Description — Optional notes

4. Click Save

What happens:

• Payment is recorded
• Balance is automatically reduced
• If balance reaches zero, debtor is marked inactive

#Payment Methods

#Viewing Payment History

Open a debtor and check the Payments tab to see all recorded payments.

#Editing a Debtor

1. Click on the debtor
2. Click Edit
3. Make changes and save

#Closing a Debtor Account

When fully paid:

• The debtor is automatically marked inactive
• You can set a Date Closed for your records

To manually close:

1. Edit the debtor
2. Toggle Active off
3. Set the Date Closed
4. Save