Customer Credit Limit Report

Customer Credit Limit Report

Report Summary

The Customer Credit Limit Report can be used to identify all customers who have exceeded the credit limit placed on their account.

Generating the Report

  1. On the home screen of Retailer, click on Reports -> Customer -> Credit Limit Report.
  2. Sort Customers by - select either:
    1. Customer Number - All Customers will be sorted by their customer number.
    2. Surname - All Customers will be sorted by their Surname.
  3. Show Stock Item Details - Tick if you want any stock information to be displayed.
    4. NotesThe Show Stock Item Details tickbox is only relevant for businesses using customer delivery / putaway orders - eg. Newsagencies.
  4. Click on Preview or Print.
    1. Preview will display the report on the screen.
    2. Print will send the report to your default windows printer.

Reading the Report

The report will order the customers, based on their Aging Type - 7 Days, 30 days, End of Month, End of Following Month.
Depending on:
  1. Cus No. - This is the customer's account number.
  2. Name - This is the customer's full name.
  3. Company - This is the account's company name if there is one.
  4. Address - This is the street address.
  5. Phone - This is the phone number.
Depending on what Aging Type the customer belongs too, the next couple of columns will have different headings. Below explains each column heading, based on the different Aging Types.
  • 7 days Accounts:
    • 21 days+ - Overdue balances from 21 days and older.
    • 14 days - Overdue balances between 14 days and 21 days.
    • Current+ 7 days - Combines the current and 7 day overdue balances.
  • 30 Day Accounts:
    • 90 days+ - Overdue balances from 90 days and older.
    • 60 days - Overdue balances between 60 days and 90 days.
    • Current+ 30 days - Combines the current and 30 days overdue balances.
  • End of Month Accounts: 
    • 3 months+ - Overdue balances from 3 months and older.
    • 2 months - Overdue balances between the 2nd and 3rd months.
    • Current+ Last Month - Combines both the current and last months overdue balances.
  • End of Following Month Accounts: eg report run in December.
    • 4 Months+ - Overdue balances from 4 months and older.
    • 3 Months - Overdue balances between the 3rd and 4th months.
    • Current+ 2 months - Combines both the current and 2nd months overdue balances.
Last two columns.
  1. Stop All Titles - This will indicate if any delivery / putaway orders have been stopped.
    2. Info
    This is a newsagency specific status on the customer's orders.
  2. Credit Limit - This shows the credit limit placed on the account.

Export to Excel

You can export the report to either a PDF document or Excel spreadsheet, by using the Preview button and following the below steps:
  1. PDF - Click on the red PDF button at the top of the report and choose your save destination.
  2. Excel spreadsheet -
    1. Click on the Print button at the top left.
    2. Tick 'Print to File' and select 'Xlsx Data File'.
    3. Click on the three dots button [...] to choose your save destination.
    4. Click OK to save the file.

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