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Debt Pay Off Report

This article will tell you how to get to the Debt Pay Off Report, what it is designed to do, and why some accounts may not show on the report.

Written by Noel

To get to the report please follow the below instructions:

  1. Launch Roundsman

  2. Go to the Invoicing tab on the left-hand side

  3. Double click EPayments

  4. Put your desired parameters in

  5. Double-click 'Get Debt Payoffs' on the right-hand side in 'Actions'

  6. This will then present you with the results of any Accounts that have an agreed Debt to pay off

To get an Account to appear in the results it first needs to match the criteria of the parameters the user puts in and it has to have a Debt Pay Off Value in the Credit Control screen of the Account. You can get to this by:

  1. Clicking Account then click Credit Control.

  2. Click Debt Pay Off.

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Debt pay off box in the Account credit control section of roundsman?
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