Creating a Debtor in WaiterMate

This article will explain:

• When a debtor account might be used
• How to create a debtor account in WaiterMate

At the end of each trading day all accounts should be closed, however sales can be stored by using the debtor module to be paid at a later date. Payments can also be stored on a debtor in the case of taking a deposit or pre paying for any reason. Prior to receiving any payments or transferring sales to a Debtor, you will need to create a debtor 'account'.

How to create a debtor in WaiterMate

1. Log into WaiterMate and select the Debtor tab from the top of the screen
2. Select on the ‘New’ icon at the bottom right of the screen
   
   
3. The following box will be displayed and can be edited as explained below:
   
   
   
   
   • Account Name - is used to identify the debtor both in WaiterMate and in OfficeMate
   • Account Group - choose an existing group, or create a new group to search for or to report by
   • Credit Limit - this should set to the maximum limit you allow the customer to go into debit
   • Invoice Requires Note - when sales are transferred to the debtor, the staff will be presented with a keyboard to write a note, if this field is selected. This functionality may be useful for a ‘Hotel’ type debtors where you can add the customer’s room number and charge it to the hotel
4. If you would like to attach the sales history to a customer, select 'Add Customer to this Debtor' (optional). You can add a new customer or select an existing customer
   
   
5. Select 'Ok' to confirm the set up
6. Select the ‘Show All Debtors’ icon at the bottom left of the screen to refresh the debtors list
   
   
7. The debtor will be shown with a balance of $0.00. However, as sales are transferred into this debtor account, the amount will change accordingly. The credit limit will also be displayed here.