There are three types of debtor notes: an Internal Note, a Text Note, and a Payment Arrangement. Payment arrangements are commitments made by debtors to pay at a later date or under a specific agreement. The user right required is 5.3.5 under the school profile.

Finances > Debtors > Capture Debtor Notes & Arrangements

How to capture an internal note

Internal notes are for internal school use. They can optionally be printed on statements, but this is not recommended.

1. Click Create a note. Choose note type (Single or Bulk), debtor type, and debtor account, then click Continue.

2. Enter the note date. Under Note Type, select Internal note.

3. Choose the Communication medium, enter the note body, and click Continue to save.

How to create a text note

A text note works the same way as an internal note but is typically printed on the debtor's statement.

1. Click Create a note, choose the note type, debtor type and account, then click Continue.

2. Under Note Type, select Text note. Enter the note body and click Continue.

How to create a promise to pay arrangement

1. Click Create a note, choose the note type, debtor type and account, then click Continue.

2. Under Note Type, select Promise to pay.

3. Enter the note body. Under Promise to pay information, fill in the dates and promised amounts.

4. Click Continue to save.

Frequently asked questions

What user rights are needed?

User right 5.3.5 must be enabled under the school profile.

Will the system remind me to follow up on a payment arrangement?

Yes. The system tracks agreed dates and prompts the school to follow up when a payment date is approaching or has passed.