The Debtor Management utility within Practice Management allows you to prepare and send invoices and statements in bulk.
To access this utility, go to the Processing menu at the top of the screen and select Debtor Management from the drop down. This will redirect you to the Debtor Management screen.
There are 2 tabs within Debtor Management that enable bulk sending of documents
Debtors – for sending statements
Transactions - you'll be able to bulk send fees, invoices credit notes and if required fee reversals.
On this page you'll be able to filter by Period as well as Office, Partner, Delivery Method, Status, Client etc. The filters between the Debtors and Transactions tab are slightly different due to the nature of the documents. Please use these to filter or search for specific transactions.
The Status will always default to ‘Not Sent’ - only those documents not attended to will show when you first enter the screen.
