Customer Overdue Balance Report

This report lists customers with past-due balances as of the last statement and shows their aging balances.

To generate a Customer Overdue Balance Report

1. Select Reports from the Customers menu. The Report List appears with the Customer tab selected.

2. Select Customer Overdue Balance Report and click Launch. The Customer Balance Reports screen appears.

3. Select one or more customers:

For all customers, leave the Beginning Customer and Ending Customer fields blank.
For one customer, click Beginning Customer and look up the customer’s name. For more information, see Looking Up a Customer.
For a range of customers, click Beginning Customer and Ending Customer to look up the first and last customers in the range.
To retrieve information for specific customer types only, click Customer Types. Then select one or more types from the list.

Note: Information for all types is included on the report by default.

4. Click Print. The Report Window appears.

5. Print the report and close the Report Window.

6. Close the Customer Balance Reports screen.