Sales Ledger Help
By default this tab displays a customer-level view that lists the customers that owe you money. A number of options are available so you can control which accounts are displayed, including those with zero balances.
Accounts with the largest overdue value are shown first. You can find other customers in the grid using CTRL+F or by clicking the arrows in the vertical scroll bar.
View overdue accounts only, those accounts over the credit limit, or all accounts
Select just one credit management group or all groups
A list of customer records displaying the balance owed, balance overdue for payment, balance of disputed invoices, promised amounts and so on
A list of actions for the selected user with the option to include both outstanding and completed actions
Add or edit diary actions and notes for a selected customer
Contact details and the financial status for the selected customer. All the details apart from the average debtor days are updated automatically. The average debtors days was calculated when the Sales Ledger - Utilities - End of Period command was last run.
Easy to understand real-time graphs for the selected customer:
A pie chart for total invoice debt showing segments for:
overdue invoices
disputed invoices that are also overdue
invoices not yet due to be paid
disputed invoices that are not yet duefto be paid.
A pie chart for aged invoice debt showing segments for the current month, one month old, two months old and three plus months old
A bar chart for turnover for the previous twelve months
A pie chart displaying promised payments from overdue now to overdue in 60+ days
Switch on debt management design email covers and debt correspondence, and either print or email the correspondence
Charts are updated automatically
Reports - Print Debtors Letters, Statements, Diary Actions and Promised Payments
Box |
Description |
|---|---|
Overdue Accounts |
Select to see only customers that have invoices that are overdue for payment. This option is selected automatically when the Accounts tab is opened so that all overdue accounts are displayed by default.
|
Over Credit Limit |
Select to see only customers that are over their credit limit. This may be useful if you want to review their credit limits, send them details of sales promotions and so on.
|
All Accounts |
Select to see all customers, including both those that have invoices that are overdue for payment and those who do not. |
Show for Credit Management Group |
Select the Credit Management Groups you are interested in. Groups are used to group customers so they can be filtered in Credit Management Centre. These codes are optional; you do not have to use groups in Credit Management Centre. Even if groups are created, you do not have to use one for each customer. You can allocate a group to some customers and not to others. You can group your customers for Credit Management purposes in any number of ways. For example you could group them according to whether they normally pay their invoices on time or are late payers, according to sales turnover for the year and therefore the importance of the customer to your business, according to the geographical location of the customers and so on. |
You can use the Action menu to:
Select one or more customer accounts to change their credit limit, on stop indicator and Credit Management Group
Open the Credit Control, Credit Rating and Contacts forms
Open the customer account on the Sales - Processing form
Add and edit Diary Actions
Switch on debt management, and design both email covers and debt correspondence
Generate and resend debt correspondence, and check the email status of debtor letter correspondence
View and print historical debt correspondence summaries
View and print historical debt correspondence
Print the charts on the form, export them to Microsoft Excel, or copy to the Windows Clipboard
Print Debtors Letters,Statements, Diary Actions and Promised Payments, or export them to Excel.
These functions keys and shortcuts are available:
Function Key |
Purpose |
|---|---|
F3 |
Toggle the display of completed and uncompleted actions |
F5 |
Open customer record on the Sales Ledger - Processing form |
F6 |
Open the Credit Control form to put customers on stop, change credit limits and change their Credit Management Groups. |
F7 |
Open the Contacts form to view or maintain customer contacts |
F8 |
Open the Overdue Filter form to filter the accounts displayed The Overdue Filter form is available only if the Overdue Accounts option on the Accounts tab is selected. |
F9 |
Add a diary action |
F10 |
Edit a diary action |
F11 |
Select or deselect the currently selected account |
F12 |
Select or deselect all accounts |
