Win Accounting
Debtor / Accounts Receivable User Guide
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  • 1. Maintenance Tab - Debtors Control

1. Maintenance Tab - Debtors Control

 
The Debtors Control "Maintenance" tab allows you to easily manage and maintain your Accounts Receivable
 
1. Maintenance Tab - Debtors Control
1

Product Codes button

1. Product Codes button
 
Insert or modify unlimited Product Codes to keep track of and receive a comprehensive picture of your products, services and sales
 
Easily assign cost & revenues to recognise your most profitable products - cut holding costs and prevent overstocking by pinpointing slow-moving inventory items
 
Product Codes can be used to present you with trends or patterns in your sales data
 
 
2

Customer Details button

2. Customer Details button
 
Insert or modify unlimited Customer Details / Customer Codes to keep track of and receive valuable information regarding your debtors
 
Adding unique Debtor Codes enables you to easily identify your most profitable customers, allowing you to ensure that they keep coming back for more!
 
Use the data provided by debtors reports to boost your customer retention rate by introducing VIP-type programmes, discounts and incentives for worthy customers
 
 
3

Group Codes button

3. Group Codes button
 
Insert or modify unlimited Debtor Group Codes to better track and maintain your Accounts Receivable
 
Split your customers into assigned groups in order to better hone in on specific types of debtors, and use this valuable data to enhance your marketing and sales
 
As each customer can only be assigned to a single Group, it's important to create/manage your Debtor Groups in a way that enables them to be used throughout your Accounts Receivable
 
 
4

VAT Codes button

4. VAT Codes button
 
Improve your tax system, save time and free up business resources using Win Accounting's flexible VAT Automation
 
Eliminate the burden of manual VAT processing, minimise human error involved in VAT returns and receive valuable VAT-related information through accounting reports, ideal for speeding up business audits  
 
Use the default VAT Codes provided, or insert unlimited unique codes with ease!
 
 
5

Salesman Codes button

5. Salesman Codes button
 
Create and assign unique Salesman Codes and commission structures in order to quickly and easily analyse your sales team and manage sales commission payments
 
Automate the accounting and administration of sales commission payments, track sales performance and use the data found within Win Accounting’s Sales Statistics Reports to strengthen your team
 
Easily set the commission percentage and the commission type for each unique salesman