New Debtor Notes & Arrangements
There are three different notes that can be created: an internal note, a text note, and a payment arrangement. Payment arrangements are agreements made by debtors to pay fees at a later stage.
Finance > Debtors > New Debtor Notes & Arrangements
How to create an internal note
An internal note is not normally printed on debtor account statements. It builds a history of all conversations with a specific debtor.
Click Create a note, select the family or debtor, and the date.
Select Internal note under Note type.
Complete the Note section and click Continue.
How to create a text note or payment arrangement
Click Create a note, select the family or debtor, and the date.
Select Text note and the communication medium.
For a payment arrangement: also complete the dates and amounts under Arrangement to pay information.
Click Continue.
Frequently asked questions
What is the difference between an internal note and a text note?
An internal note is not printed on the debtor's statement and is for internal use only. A text note can be printed on the debtor's statement.
Can a note be deleted after it has been created?
Yes, notes can be deleted if needed.
Last updated: April 2026 | Version 5.0
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