Customer Aged Debt Summary

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.

Selection Criteria

Run time choices, user selectable.

• Include Customers with Zero Balances

  • Yes / No

• 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

• Balance Status

• Total Balance

• Non-Finance Balance

• Financed Balance

• Age

  • 30 days

  • 30 to 60 days

  • 60 to 120 days

  • over 120 days

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