This shows the Company Details and all the invoices related to the Aged Balance on the Client Summary. It is at this level that management of the debt occurs. You can give the debt a Status, have notes and update promises made which are reflected in the outstanding balance and some reports.
The lines are listed in Invoice Number order
Detail
3 dots takes you to Edit/View Text screen. This is the Job Name followed by the Job Invoice Title and the Job Invoice Detail . It is Read Only.
Status
Select the appropriate Status to categorise the Outstanding Debt. This field can be left blank.
Due Date
Defaults through from the Invoice (from the Control Parameter, to the Client, to the Invoice). This field can be updated and after re-filtering will amend the Aged Balance screen and reports.
Reminder Date
Each line has a reminder date. This is a memorandum field. What for????????????????????
The tick box at the end of the line identifies which line/s a Lump Sum Promise will relate to.
You can enter a lump sum promise or allocate a promise to a specific invoice