The Show customers without debtor function makes it possible to view customers in invoicing who are missing a debtor number in the customer list.
Customers without a debtor cannot be exported to the billing system, but you can still view their service agreements for review and setup in Invoicing.
INFO:
Supervisors can only view customers, if these customers are within the supervisor's assigned customer areas. For more information regarding this, go to Company Structure.
This is how you use the filter
Set up the view. For more information about this, go to Sort view in Invoicing.
Find the Show customers without debtor setting in the filters. Tick the checkbox to enable the function.
Click Update to display Invoicing based on the selected criteria.
When the function is active, the system displays all customers who are missing a debtor number. You can now view their service agreements and item lines, even though they cannot yet be billed.
If the debtor number is missing due to an error, the customer must be corrected in the customer register. Review the customers in the list, open the customer register, and add the missing debtor number. Also check whether the customer is correctly synchronized.
Once the customer has been updated correctly, the service agreement can be exported to the billing system during the next invoicing run.
NOTE:
Supervisors do not have access to the synchronization window.
When the filter is disabled, customers without a debtor number are not displayed in Invoicing. This may be relevant if you only want to view customers that can be invoiced and exported to the billing system.
Continue to the user guide: Show excluded products in Invoicing.
Here you can read more about how to view excluded products in Invoicing.