Note: The aged Debtors/Customers listing report can be prepared at any point in time. This report details the balances owed by customers as of the user-determined date - this can be a historical or future date.

Reports> Aged Debtors/ Customer Listing

1. Date - 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.
2. Prepare - Click Prepare to generate the Customer listing and the closing balances for each Customer as of that date.
3. Contact Name - The contact’s name entered at the 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.
4. Telephone Number - The telephone number at the 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.
5. Balance - The total balance owed by the Customer as at the entered balance date is displayed in the balance column by Customer.
6. Ageing - The total balance is aged across the 3 months plus older before the user entered the report date. This indicates the age of the debt.
7. Transaction History - To view the history of transactions making up each Customer balance simply double-click Customer Name to view the transactions up to the balance date for that Customer.
8. Note: This report is an invaluable tool for following up on credit control.