Customer Aged Debt

Originally written by John Hardwick, last updated Jun 14, 2023, on the Swan Retail knowledge base (FRS).

Part of: Financial Reports

The report produces a financial statement of each customer, including or excluding those with zero balances at the operator’s request.

Customer Summary

see example above

No order details are presenting in this format.

Order Summary

This format includes a single line per sales order related to the client's account.

Full Details

This format shows all order activity related to the customer's account.

Selection Criteria

Run time choices, user selectable.

• Include Customers with Zero Balances

  • Yes / No

• Detail

  • Customer Summary / Sales Order Summary / Full Details

• Group By Location

  • Yes / No

• Restricted Customer / Selling Location(s)

Print Sequence

As indicated by blue numbered squares in the report example.

1 Selling Location (if selected)

2 Customer ID

Report Totals

As indicated by yellow numbered squares in the report example.

1 Selling Location (if selected)

2 Report

Printed Fields

Fields printed on the report.

• Selling Location

• Customer ID

• Customer’s Surname, Title and Initials

• Customer’s Master Address

• Customer’s Contact Details

• Unallocated Payments against the Customer’s Account

• Balance Status

• Total Balance

• Non-Finance Balance

• Financed Balance

• Age

  • 30 days

  • 30 to 60 days

  • 60 to 120 days

  • over 120 days

• In Order / Full Mode

  • Order Date

  • Selling Location

  • Primary Salesperson

  • Order Number / Pad Reference

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