Print your Trial Balance report to see what your total owing is at the end of each period.
You can also print month to date and year to date sales which may be helpful.
Run this report regularly to monitor the amount of money you are owed.
To run this report:
| Go to => Debtors / Reports / General Reports / Print Debtor Trial Balance |
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| The Debtor Trial Balance window will appear. |
| Select the Month and relevant Display Options. |
| Hit F9 to generate the report. |
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Sample Report |
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Overdue report
Use this report as a quick list to contact customers that are overdue by using the Filter options on the right and showing the contact details and notes
To view just debtors that owe a value in 90 or 120 days, put a tick in the "90 Day Balance" and "120 Day Balance" fields. Contact Details = Yes Phone Numbers = Yes
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To view a list of customers that have been put on "Stop", just put a Yes in the Only Print Debtors with Stop Sales Date
If any payments have been backdated into the period you are running it for a report like below will be shown.
