Customer Ageing Report

This produces an Ageing Report for selected Customers.  The Ageing periods shown in the report are user-defined in File>Financial Configuration>Ageing Periods

Parameters

Run Ageing as at: This is prefilled with the system date.  However you can amend the date from the drop-down calendar and run the Ageing ‘As At’ any selected date

Include Zero Balance Customers: ‘Check’ this checkbox if you wish to include Customers that currently have a zero balance.

Include Detail Transactions: ‘Check’ this checkbox if you wish to include details of all transactions that contribute to the Ageing Report

Include Contact Details: ‘Check’ this checkbox if you wish to include Contact details relating to the Customer

Exclude Customer Deposits: ‘Check’ this checkbox if you wish to exclude  Deposits received from the Customer

Exclude Customer Payments: ‘Check’ this checkbox if you wish to exclude  Unapplied Payments.

Selection Criteria

Three distinct selection criteria are available:

For specific Customer or Billing Customer: ‘Check’ this checkbox if you are selecting a Specific Customer or Billing Customer.  This will activate the following two Radio Buttons

Specific Customer: If this Radio Button is selected then also select the specific Customer from the adjacent drop-down list

All Customers linked to this Billing Customer: If this Radio Button is selected then also select the specific Billing Customer from the adjacent drop-down list

From Customer Type: From the drop-down list select the first Customer Type record in the range to be printed.  If nothing is entered then the first record in the ‘Customer Type’ file is assumed.

To Customer Type: From the drop-down list select the last Customer Type record in the range to be printed.  If nothing is entered then the last record in the ‘Customer Type’ file is assumed.

From Invoicing Group: From the drop-down list select the first Invoicing Group record in the range to be printed.  If nothing is entered then the first record in the ‘Invoicing Group’ file is assumed.

To Invoicing Group: From the drop-down list select the last Invoicing Group record in the range to be printed.  If nothing is entered then the last record in the ‘Invoicing Group’ file is assumed.

Specific Site:'Check' this checkbox if the selection is to be restricted to a specific site.  In this instance a Site must be selected in the next field

(Site Selection): If checkbox 'Specific Site is 'checked' then select the site from the drop-down list

Buttons

Print: This will bring the output selection panel to the screen.  The options are:

Cancel: This will exit this selection screen and any entered parameters will be ignored.