Aging


The Aged Receivables report first executes a routine which ages the customer balances for accurate reports and statements, which can be run at any time. Many options are available for the report, which enables you to build the report you desire. You may choose to print a detailed or summary report including or excluding invoices with a balance due of zero with a cut-off date, and list all or a range of customers. Output may be in customer number, customer name, salesman, or method of pay order. This option is found on the A/R Main Menu.

ENTER THE ENTITY (01;02;08) >

PRINT A DETAIL OR SUMMARY REPORT (D/S)

DO YOU WANT TO LIST INVOICES WITH BALANCE DUE = 0 (Y/N) >

SORT BY:

ENTER YOUR SELECTION >

ENTER CUTOFF DATE FOR REPORT (A=ALL)>

INCLUDE DEPOSIT BALANCES ? >

Sample

Create Late Charges

1) The LC flag must be set to Y in the Client Info portion of the Address Master screen for each client.

2) A finance charge calculation formula must be defined in the Finance Information screen.

ENTER THE ENTITY >

ENTER THE AGING CUTOFF DATE >

ENTER DATE TO PUT ON FINANCE CHARGES >

Run Statements

ENTER THE ENTITY (01) >

ENTER THE STATEMENT DATE >

ENTER THE BEGINNING CUSTOMER # (A=ALL) >

PRINT CREDIT STATEMENTS ALSO (Y/N) >

SAMPLE STATEMENT FORMATS

STANDARD FORMAT 1

STANDARD FORMAT 2

CUSTOM

ENVELOPES

OTHER FORMS