Step 1. Using the menu bar on the left, click on Companies and then click Create Company in the top right corner.
Step 2. Once you've clicked Create Company, a blade will appear from the right side of the screen to begin entering the Debtors information. First, enter the company name, then using the drop down for company type, select debtor. It is important to double check you've selected the correct company type as this will determine the type of profile that is created. *The company type cannot be changed once the profile is created.
Step 3. Now that you have debtor selected in the drop down for company type, you'll see the Operational Details section. This is where you will select if the debtor is approved for purchase, if they require original paperwork, and what their invoice preference is. These things can be changed at any time if needed. Lastly, enter the contact details for the debtor.
Step 4. Once the required fields are entered, click Create Company on the bottom right and his will complete the creation of the debtor profile. Then you can add additional details to the profile by clicking into the debtor from the company list.