The Aged Customer Balances Report will generate reports regarding the amount receivable from your customer. The account receivable arises when goods or services are provided on credit. Surf Accounts provides a dynamic feature where you can generate the Aged Customer Report on a periodical structure. The aging balance report will list each customer’s outstanding balance and then will sort the total amount into columns such as Current, 30 days past due, 60 days past due, 90 days past due, 120 days past due and so on. The objective of the report allows the user or the account manager to have a look on the entire outstanding invoices to the customer. |
We have enhanced the Details Aged Debtors Report by introducing a new feature “Show Detailed Breakdown”. Under the ‘Advance’ option, a new tick box has been introduced under Features “Show Detailed Breakdown”. |
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To generate the Aged Customer Balances Report select Reports> Aged Customer Balances the following screen will appear. |
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Generating the Aged Customer Balances Report: |
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From the ‘Advance’ setting, you can include or exclude different columns to customise the report as per your business requirement. This includes the “Account Manager”, ‘Unallocated’, “Customer Code”, “Customer Name” Current Balance and the columns for the outstanding period (for e.g. 30 days, 60 days, 90 days, 120 days, 150 days and 180 days). Select the column as per your business requirement so that the Customer Aged Balance can display the relevant information. |
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You can sort the report by the “Customer Code”, “Account Manager”, “Customer’s Name”/ and the ‘Balance’ of the report. |
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We have introduced a new option to show the detailed breakdown of invoices and receipts. A tick box has been introduced under the sort option as “Show Detailed Breakdown”. By default, this tick box will be un-ticked. |
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If “Show Detailed Breakdown” is ticked from the ‘Advance’ option the report will show a breakdown of the invoice amount, Net, VAT, Gross and the Outstanding along with the periodical aging. |
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To Print, Save and Email the “Aged Customer Balances Report” select the option from the Toolbar of the “Aged Customer Balances Report”. |
The “Aged Customer Balances Report” can be saved as a PDF file to the local machine. You can also download the report in .xls file by selecting MS-Excel option. |
By using the Toolbar of the “Aged Customer Balances Report” browse can print, download in MS-Excel format, Save to your local machine as PDF and Email the report. |
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To print the “Aged Customer Balances Report”, select the Print icon from the toolbar of the reporting browse. A preview will be generated along with a ‘Print’ icon the following screen will appear. |
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To download the “Aged Customer Balances Report” in MS Excel format select the ‘Excel’ option and the report will be downloaded in the local machine in Excel (Spreadsheet) format. |
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To send the Aged Customer Balances Reports through email select the ‘Email’ option of the toolbar. A pop up will be generated |
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Open the attached PDF to view the Aged Customer Balances Report. |
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New Detailed Aged Customer Balance Report
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