Aged Debtors/ Customers Listing
AGED DEBTOR / CUSTOMER REPORT CAN BE PREPARED AT ANY POINT IN TIME.
THIS REPORT DETAILS THE BALANCES OWED BY CUSTOMERS AS AT THE USER DETERMINED DATE - THIS CAN BE A HISTORICAL OR FUTURE DATE.
REPORTS > AGED DEBTORS / CUSTOMERS LISTING REPORT
Enter the desired report date that you require the customer balances processed to.
All transactions up to and including this date will be included in the report.
Click "Prepare" to generate the Customer listing and the closing balances for each Customer as at that date.
The contact name entered at "Add/Amend Customer" screen will display on the report and is useful for any follow up required such as Credit Control, Customer query follow ups etc.
The telephone number as at "Add/Amend Customer" screen will display on the report and is useful for any follow up required such as Credit Control, Customer query follow ups etc.
The total balance owed by the Customer as at the entered balance date is displayed in the balance column by Customer.
The total balance is aged across the 3 months plus older prior to the user entered report date. This indicates to the age of the debt.
To view the history of transactions making up each individual Customer balance simply double click on the Customer name to view the transactions up to the balance date for that Customer.
THIS REPORT IS AN INVALUABLE TOOL FOR FOLLOWING UP ON CREDIT CONTROL.