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Activate Debtor/Creditor Functionality

Summary

Why are debtor and creditor options greyed-out on the toolbar in Cashbook?

Detailed Description

Only Cashbook Connect customers and above have access to Debtor and Creditor invoicing, so you will need to check what level you purchased/leased.
Do this by clicking on the Help/About Cashbook Platinum (or About Cashbook Plus!) menu option.

  • Click on the Setup > Settings menu option.

  • Click on the Modules tab.
  • Activate (tick) the required options. If the options are disabled here, then you only have level 1 of Cashbook. 
  • Click on the OK button.

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