Wisenet Debtors provides a centralised solution for managing debtor information. It complements the Aged Receivable Reporting feature by offering tools for tracking and managing outstanding balances.
Key Features
- Comprehensive Overview: View detailed debtor information, including the number of outstanding invoices, total outstanding balance, overdue invoices, overdue amounts, and available credit.
- Quick Follow-Ups: Send reminders to debtors with a single click, ensuring timely communication and reducing outstanding balances.
- Detailed Navigation: Access individual debtor transaction records by clicking on the debtor’s name.
- Customisable Filters: Use filters to search for specific debtor types, such as Workplaces or Learners, or refine results by debtor name or internal references like Student ID or Business Number.
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How to use the Finance Debtors page
- Navigate to LRM > Finance > Debtors
- Use the search bar to search by name, or
- Apply filters:
- Debtor Name
- Debtor Type (e.g., Learner or Workplace)
- Debtor Internal Reference (e.g., Student ID for Learners or Business Number for Workplaces).
- Click on a name to open the Selected Debtor > Debtor Details page.

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How to use the Debtor Details Page
- Account (Learner Debtors only):
- Verify that all enrolment line items have been invoiced.
- Generate invoices for pending account items.
- Remove account items that are not meant to be invoiced.
- Invoices:
- Resend an invoice.
- View invoice total and any amounts owing.
- Click on the Invoice Number to navigate to the Invoice Details page to:
- Apply an existing credit note.
- Generate a new credit note.
- Payments:
- View payment details.
- Click on the Receipt Number to open the Payment Details page to:
- Resend payment confirmation
- Refund a payment
- Credit Notes:
- Resend a credit note.
- Click on the Credit Note Number to access the Credit Note Details page
- Refunds:
- Click on the Refund Number to view the Refund Details page to:
- Resend refund confirmation
- Click on the Refund Number to view the Refund Details page to:
- Statements:
- View the debtor’s financial position and apply filters.
- Generate a single view of all transactions in T-account form, providing a clear breakdown of running balances.
- Export the debtor statement for reporting, reconciliation, or sharing purposes.