Customer ageing

Reports

For each selected store, this report displays a list of accounts with their current balance, as well as a sum of the transactions for the specified period.

Generate the ageing report

  1. From the Dashboard, navigate to the Reports section.
  2. In Customer transactions, click Customer ageing.

  3. In the report window, set the relevant parameters:

    FieldDescription
    Balance as at date Current month end date
    Start DateCurrent month end date
    CriteriaTransaction date
    Ageing period definition306090
    Print ageing period definition Yes
    Printing direction Backward
    Nursing homeIDPrint a list of patients linked to the nursing home with account ageing information.
  4. Select one or more Customer Group (separated by a comma).
  5. Select the relevant Store.
  6. Click OK to generate the report.