Purpose
The Overdue Debtors function is a debt collection tool that allows you to select Customers for debt collecting and view the overall debt based on many varied criteria. For example, you could select customers in the New South Wales branch for a particular rep who have 30 day Trading Terms and who owe more than $5000 in the 60 Days & Over balance.
You may use this function interactively by ‘drilling down’ on each customer and viewing the ledger details for the customer, look at invoice details, record notes and follow up details. The list of Customer accounts selected can be printed to provide a hard copy report of the accounts and their balance should you prefer to operate from a printout instead of a screen.
Data Input
Step 1 – Fixed Filter
Enter the selection criteria required. For example, to select customers with a debt 120 days or older, choose the criteria ‘120+ Days, Not Equal To, zero’.
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Step 2 – Selected Items
The customer account details for the accounts matching your entered criteria are displayed in a list.
You may use the Customer menu options to view ledger details, enter or view notes and view or enter Follow Up details.
You may further refine the list by deselecting customers. Only the selected customer accounts are printed on the report which is triggered on submit.
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