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Also review Creating Leads

How Host Company Settings impact on the Debtor

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See Entering Email Templates to setup the following templates:

Email template for Invoices: 

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To Make a debtor inactive - put an end date on the debtor (this can be in the past or the future).

See Archiving Debtors including "Collect Only" status to explain the process involved if the customer still has debt owing

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Deliver entity is unsecured – anyone can do it.

1.  Secure Features List and their impacts can update
   1. EDI code
2. Secure Features List and their impacts can update
   1. Manual Credit Hold - stop supply checkbox
   2. Never Credit Hold checkbox
   3. Never Charge Freight checkbox
3. Secure Features List and their impacts can update
   1. Terms Days
   2. Term Type
   3. Invoice Discount
   4. Buying Group
   5. Invoice Entity
   6. Vendor Code
   7. Bank Account Number
   8. Bank Branch
   9. Bank Transaction Identifier
   10. Account Name
   11. Commission Rate
   12. Statement Frequency
   13. Auto email Invoice
4. Secure Features List and their impacts
   1. Price List
   2. Sequence Number
   3. Exclude Sales from Raw Data
   4. Standard Profile
5. Secure Features List and their impacts 
   1. Sales Rep