Past Due Balance Report

Enter the starting and  ending customer number if desired or press the down arrow for a list of existing customer numbers.

If you want only customers with a particular credit status to print, enter the credit status here. Leave this field blank if you want to print all the customers.

If you want to exclude customers with a particular credit status, enter the credit status to exclude here.

If you put a salesperson in this field, it will only print those accounts that are past due for that salesperson match.

Enter the number of days past due to include on this report  It must be either 30,60,90.

To include the parts/service report in this report, answer (Y)es.  If you do not want to include it, answer (N)o.

To include the equipment report in this report, answer (Y)es.  If you do not want to include it, answer (N)o.

To include the warranty report in this report, answer (Y)es.  If you do not want to include it, answer (N)o.

To include the rentals report in this report, answer (Y)es.  If you do not want to include it, answer (N)o.

Enter a "B" if you wish to print in Balance Forward Format or an "O" to print in Open-Item Format.

If you would like to do this please contact Basic Software Technical Support for assistance.

 

If Y the system will automatically change the credit status for all 90 day past due balances to "!" this will put the account on hold.