What the debt states mean
The state shows what stage the work on a debt is at.
| State | What it means |
|---|---|
| Created | The debt is recorded; the client hasn't been informed yet |
| Notified | The client has been informed about the debt |
| Remind | Another contact is needed |
| Unpaid | The client isn't paying; in effect, an acknowledgment of a problem |
| Refunded | The damage was covered by something other than the client's money — for example, insurance |
Why there is no “Paid” among the states
Because a debt is closed with money, not with a mark. Payment is recorded with a cash desk transaction with debt payment mode turned on — then the money movement goes into the cash desk and the reports.
Important
Marking a debt as paid without recording a transaction is deliberately impossible: otherwise the debt would disappear from the list, while the money wouldn't appear in the cash desk.
How to close a debt
- Open the cash desk and create an income transaction.
- Turn on debt payment mode and choose the debt.
- Specify the amount and save.
You don't need to set a separate mark after that: the debt is closed by the money movement itself. The “Refunded” state is set manually and only in a different case — when the damage was covered not by the client but, for example, by an insurance company.