Accounts Receivable

Accounts Receivable Management

  • Put the business owner in charge of invoicing and debtor management.
  • Easy to understand, plain English.
  • Intuitive layout and flow for ease of use.
  • Job costing functionality.
  • Optional cost centre reporting.
  • Data stored in the cloud for anywhere access and backups.

Debtors Aged Trial Balance

  • Display outstanding accounts receivable with invoice ageing.
  • Click a debtor to display the customer’s account history.
  • Generate debtor statements.
  • Create new debtors.
Debtors aged trial balance Overview of aged balances and quick navigation to accounts

Debtor Account

  • Detailed debtor account transaction history.
  • Click transactions to view source documents.
  • Job costing for debtor jobs.
  • Create new invoices and quotes.
  • Generate debtor statements.
  • Update customer details, add notes, and attach documents.
Debtor account history Transaction history with links to source documents

Debtor Job Sheets

  • Multiple jobs per debtor.
  • Invoice a job directly from the job sheet.
  • Archive job sheets.
  • Customisable job cost items.
Debtors job sheet Manage jobs, costs, and invoicing from one place

Debtor Job Maintenance

  • Create new jobs.
  • Set default general ledger codes for job invoicing.
  • Job cost classifications by labour, materials, and overheads.
  • Create customised job cost items.
Debtors job maintenance Configure job defaults, classifications, and cost items

Debtor Invoicing

  • Create, copy, credit, and edit invoices.
  • Email invoices directly from WellLinked.
  • Export invoices to Excel, PDF, and Word.
  • Optional cost centre coding.
Create and manage invoices Flexible invoicing and export options

Debtor Details

  • Contact and invoicing details.
  • Debtor notes.
  • Attach documents for future reference.
Debtor details Keep debtor contact and account info up to date
© 2012–2026 · WellLinked® software