Learning Path: Debtors' Clerks

💡This path lists the topics for debtors' clerks, who manage what customers owe.

New to BOS Pro? Start with Learning Path: Every User.

1. Customer Accounts#

1. Creating and Editing Customers Tutorial: Shows how to create and edit customer records and job positions.
2. Customers Edit View: The customer's Accounting tab: terms, credit limit and accounts.

2. Invoicing#

1. Customer Invoices Tutorial: Shows how to create, edit, view, print and email Customer Invoices.
2. Customer Invoices: Describes Customer Invoices, UAE e-invoicing, Snapscan and the related settings.
3. Customer Credit Notes Tutorial: Shows how to create, edit, view, print and email Customer Credit Notes.
4. Recurring Transactions Tutorial: Shows how to flag transactions as recurring, create new ones from them and manage them.

3. Receipts and Deposits#

1. Customer Deposits Tutorial: Shows how to request, record and allocate Customer Deposits using four different options.
2. Customer Deposits Process Guide: Compares three methods for handling Customer Deposits and sets out the implications of each.
3. Post-Dated Cheques Tutorial: Shows how to enter, clear and view post-dated Supplier Payments and customer receipts.
4. Manage Debit Orders Tutorial: Shows how to enter debit order receipts, unpaid debit orders and debit order fees.

4. Collecting#

1. Customer Age Analysis Tutorial: Shows how to send customer statements and follow up on outstanding accounts.
2. Customer Age Analysis: Lists the settings, buttons, filters and fields for managing outstanding customer balances.
3. Managing Overdrawn Customers Tutorial: Shows how to find customers over their credit limit and suspend or reinstate their accounts.
4. Manage Account Queries Tutorial: Shows how to log, track and close account queries as service tickets in the Service Manager.
5. Customer Ledger Tutorial: Shows how to view customer accounts in the ledger and create receipts, refunds, overpayments and discounts.