- Using Smart Search enter any of the Account Details.
- Alternatively Click on the + next to Advanced Search.
- Click on the Account Reference to edit the details or Status to enter the debtors page.
Account Reference
- The Account will be displayed.
- Update Details Tab if required.
- Edit/Update Notes Tab.
- Add/Edit Payment Terms.
- Add/Remove Payment Plans.
- Press Save Changes.
Status
- Click on Edit Account to display the above steps.
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