About Debtors

This section details the functions related to debtors. It describes how you set up debtor account groups and debtor accounts as well as the major customer and sales-related tasks you perform such as Credit Control and Sales Order Invoicing.

Based on the options you have selected in MYOB EXO Business (Local, General and Staff security setup sections), you are able to perform certain functions. You can decide whether your invoices should include or exclude GST by selecting from the options in MYOB EXO Business Configurator > Essential > General Settings. You can also check options to allow you to accept deposits against sales orders. When creating sales orders, you can set the system to provide you with additional functions as Standing Orders, Quotes and Laybys.

From the initial Debtors window you can search for a Debtor or create a new Debtor.

Creating a New Debtor

To create a new Debtor:

1. Go to Accounts > Debtors or press F3.

2. From the Debtor Account Details window, click the New button. The window now refreshes, displaying the Details 1, Details 2 and Extra Fields tabs, with the Details 1 tab selected.

3. Complete the fields in the Details 1 tab and Details 2 tab.

4. Click Save. Additional tabs are now created.