How-To:Aged Debtors

From ContactsLaw Documentation
Revision as of 11:39, 3 September 2024 by Katrina Hechanova (talk | contribs)

1. Getting Started

  1. Under Me tab, go to Billing and choose Aged Debtors.
    Step 1 - Aged Debtors.png

2. Input details

  • Enter the financial year you wish to view.
    Step 2 - Aged Debtors.png
  • Add a workgroup and a member.
    Step 3 - Aged Debtors.png
  • Group them by ‘Client’ or ‘Matter’.
    Step 4 - Aged Debtors.png
Retrieved from "https://docs.contactslaw.com.au/index.php?title=How-To:Aged_Debtors&oldid=1137"