The General Debtors Report allows you to see a list of your customers and how much they owe for any date since upgrading to Retailer 3.
Generating the Report
- On the top menu bar of Retailer, click on Reports -> Customer -> General Debtors Report.
- Select the Aging Types of customers to report on. For all customers, tick all options.
- Choose the Customer Categories to report on, or all Categories.
- Choose the Customer Account Categories to report on, or all Categories.
- You can show or hide some of the columns on the report. Tick boxes to show and untick to hide.
- Select End date - If unticked, report will run for today. If you need the report for a previous day, tick this and choose the date on the right.
NOTE: This will only be accurate for dates after you upgraded to Retailer 3. - Balance - This enables the report to select customers to display based on their balance.
- Sort by - will order the customers on the report based on the selection.
Reading the Report
The Customer Listing Report has several columns which give you information about the customers orders.
- Name - Full name of the customer
- Num - The customer number in Retailer
- Company Name
- Address
- Mobile
- Phone
- Cred Lim- Credit Limit
- Older - Balance older than 3 months
- Feb, Mar, Apr - The report will list charges to the customer from this month and then the 2 previous months (for default Aging Type - End of month). It will show different headings for different Aging Types.
- Balance - Total outstanding balance on the Account