Note- Aged Debtor/ Customer Report can be prepared at any point in time. 

The Report details the balances owed by customers as of the user-determined date - this can be a historical or a future date.

To generate the report, complete the below steps:

1. Navigate- Navigate to Reports> Aged Debtors/ Customer Listing Report.

2. 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.

3. Prepare- Click Prepare to generate the Customer listing and the closing balances for each Customer as of that date.

4. Contact Name- The contact 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.

5. 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.

6. Balance- The total balance owed by the Customer as at the entered balance date is displayed in the balance column by Customer.

7. Aging- The total balance is aged across the 3 months plus older prior to the user entered report date.  This indicates the age of the debt.

8. Transaction History- 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.