This guide instructs you on how to view customer-specific overdue receivables.

You can view customer-specific overdue receivables as follows: Sales > Interest and Collection > Customer-specific Collection. The report also takes into account any payment plans, which are visible on the right side of the view.

"Select Fields" button allows you to choose the fields you want to display. You can also create the desired grouping from the "Group" menu. In the "Filter" section, you can select from the dropdown menu, for example, the customer name and then write the desired customer's name in the adjacent box. The "Update View" button updates the view with your selections. You can save the data with your search criteria from the "Save as Excel File" link.

At the top right of the page, you can limit receivables that have been overdue for a certain period, for example, 5 days. Once the desired number of days is given, press the "Show" button.


Keywords: Customer-specific Collection, overdue receivables, Excel saving

 

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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