Setting up Contacts at Debtors and Creditors

When setting up debtor or Creditor contacts or reviewing debtor information

Step-by-step guide

First you setup the contact roles and then you add contacts to debtors and link to the roles.

1. Setup the Contact Types you want to use - note you can skip this step if this is already setup in your system.
   1. Navigate to the role
      1. 
   2. Setup a role of type "Alternate" - these are the only types used at Contacts
      1. 
2. Navigate to Debtor
   
   1. 
3. Find your Debtor (or Create one)
   1. Find using search field or Find using Reports
      1. 
4. Add the contact to the debtor and choose the associated roles
   1. Add the contact
      1. 
   2. Find the person or create a new one
      1. 
   3. Add the roles they have
      1. 

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