Report Codes
- Available for future enhancements
...
- The default is to exclude Paid Invoices but this along with month aging can be toggles to switch on or off.
Rcpts/Crdts to Date
- The default is to include all receipts processed up to Today's Date. It is possible to change this date to exclude receipts or credits to the date specified.
Currency
- The default is to the Invoiced currency. Note. Invoicing is normally in the currency of the Client. In a multi currency situation it is likely that your dealings with your client will be in a non-local currency. Debt Management will be aided by the client currency being shown.
Date Ranges
- To select on: Invoice Due Dates; Promised Dates; Reminder Dates and Invoicing Period tick the box at the right of the selection and specify the required date for filtering.
- Make your selection and hit the Filter button.
This will take you to the Client Summary tab for you to view your selection