The “Debtor Dashboard” allows you to see a family’s account information, including their contact information. The “Financial Information” allows you to see what is owing and allows you to drill down further to see the outstanding invoices etc. You will need to have the appropriate security to be able to see this information.
Security required – see setting up spider security
Select icon – Debtor Dashboard
The following screen will appear:
see General Information for more information
see Financial Information for more information