Customers- Aged Customer Balances

Overview

Surf Accounts provides all the relevant information in a methodical and structured manner to make it easy to understand. It has been designed in such a fashion so that it can be used by the large corporation, and small and medium enterprises and accountants. You can customise your reports for the individual business. With simple select options, you can preview them on the fly before emailing or saving a copy. The reports will be generated and can be viewed interactive reports on a real-time basis.

Aged Customer Report

The Aged Customer Report will generate reports regarding the amount receivable from your customer. The account receivable arises when goods or service 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 will then 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 quick look on the entire outstanding invoices of the customers.

Generating the Aged Customer Balances Report

To generate the Aged Customer Balance report select Reports» Customers» Aged Customer Balances the following screen will appear.

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Browser View of the Aged Customer Balance Report

Generating the Aged Customer Balance Report

To Date: To generate the aged customer report you can select the Date column to specify the period. For e.g. if you wish to generate the report on a particular day select the date by using the calendar. By keeping the date range blank it will generate the report till date. In the report, the current date will appear as “Date Range”.

Customer: To generate the aged customer report customer wise select the name of the customer by using the Customer look up button. You can select multiple customers in this report. To generate the Report of Aged Customer Report of all the customers leave the “Customer” column as blank.

Account Manager: To generate the report account Manager Wise select the name of the “Account Manager” if there is multiple account manager from the drop down. By keeping the account manager column blank the complete report will be generated irrespective of the Account Manager.

Advanced: Select the “Advanced” button to include or exclude the columns in the Aged Customer Balance Report.  

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Select the "To Date", "Customers",  "Account Manager" by using the options and select Run the Report will be generated. To customize the Report select the "Advanced" option. 
Customisation of the Aged Customer Report
From the “Advanced Settings” user can include or exclude different columns to customise the report as per the business requirement. This includes the “Account Manager”, “Unallocated”, “Customer Code”, “Customer Name”, Current, Balance, and 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 the business requirement so that Customer Aged Balance can display the relevant information.

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Sort the Report

You can sort the report by the “Customer Code“,” Account Manager”, “Customer’s Name” and the “Balance” of the Report. 

Suppress by Zero

If the invoices are already paid and not appears under the outstanding column, then by selecting “Suppress by Zero” the invoice will not appear in the “Customer Aged Report” as it is already allocated with a receipt.     
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Browser view of the "Aged Customer Report" by defining a date.

Toolbar functionality of the Aged Customer Balance Report
To Print, Save, Email the “Aged Customer Balance Report” select the option from the Toolbar of the “Aged Customer Balance Report”
The “Aged Customer Balance Report” can be saved as a PDF file to the local machine. You can also download the report as *xls file by selecting the MS-Excel option.

By using the Toolbar of the “Aged Customer Balance Report” browse you can print, download in MS Excel format, Save to your local machine as PDF and email the report.

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Select icons from the "Toolbar" to Print, Save or email the report.

Print the Aged Customer Balance Report: To print the “Aged Customer Balance 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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Select the "Printer" icon from the Preview to print. 

Excel: To download the “Aged Customer Balance Report” in MS excel format select the “Excel” option and the report will be downloaded on the local machine in Excel (Spreadsheet) format.

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Download the Aged Customer Balance to your local machine in MS Excel (Spread sheet) format. 

Save: To save the Aged Customer Balance Report choose the “Save” option from the toolbar and the report will be download to your local machine in PDF format. 

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Save the Customer Aged Balance Report as PDF to your local machine.

Email: To send the Aged Customer Balance Reports through email select the “Email” option from the toolbar. A pop up will be generated.

To: Enter the email address of the recipient.

CC/BCC: Enter the email address if you wish to send a copy of the report.

Subject: Enter the subject line of the mail dial up box.

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Customer Aged Balance Report will be attached as PDF. Select the attachment to open the preview.  

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