Customer Age Analysis and Statements

Add the setting to the applicable Transaction Types (e.g. Sales Orders).

The checkbox in the Value column must be checked.

If a transaction has a status that falls in the Active group, the transaction appears on the Customer Age Analysis as WIP. This feature helps organisations manage their customers’ credit limits.

This setting must not be added to transactions that appear on the Customer Age Analysis by default, because the amounts are duplicated. All transactions that post to a customer account and the ledger appear on the age analysis by default.

Prints, previews or emails the output if Output Templates are set up for the module.

Export: Exports the list in .xlsx, .htm or .csv format.

Customer Statements are normally one of the templates and are emailed from the age analysis.

To email several customers at once, select their rows (Ctrl + left-click or Shift + left-click), then select Email and a template:

• One email is created for each selected customer, with its PDF attached, and saved in the Outbox without the email edit window opening.
• The Emails module then opens on the Outbox, where you can check, edit and send the emails.
• A message shows how many emails were created and how many have no email address. Fill in those addresses before you send the emails.
• With one row selected, the email opens for editing.

The other views have different output options.

Views

• Age Analysis
• Detailed Ledger
• Transactions

Settings

• Edit User Access

Layout

Select a date option from the dropdown list:

• User Date
• This month
• Last month
• Last 3 months
• Last 6 months
• Last 12 months
• Last 24 months
• This year
• Last year

A context menu (also opened by right-clicking the entry) with the following options:

• Open Customer: Opens the customer’s contact form with limited functionality.
• Open Detailed Ledger: Opens the customer’s detailed ledger.
• Open Transactions: Shows the transactions that represent the outstanding balance.