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Previewing client debtors ledger items

Practice Manager only

You can preview any item in the debtors ledger, e.g., adjustment, receipt, credit note. The debtor item is displayed in Microsoft Word using a template previously set up by the system administrator. The template is set up in Maintenance > Maintenance Map > Documents > Document Styles. The debtor item can then be printed and sent to clients.

To preview an item in the client debtors ledger
  1. Access the Debtors Ledger in Receipt mode for the client. See Accessing the debtors receipt.

  2. Select an item from the Ledger table.

  3. Click Preview debtor item on the TASKS bar. The Debtors Ledger is displayed in a Microsoft Word template.

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