Section 4: Setup > Payment Terms

Reporting on Payment Terms

Payment Terms Listing Reports

See Customer Configuration Listing to print a list of customer accounts with their configured options, including the default payment terms for each customer.

Payment Terms Analysis Reports

See Aged Miscellaneous Receivables to print a summary of receivables for the miscellaneous customer account (i.e. customer account 0000000) that is aged as 0-30 days, 31-60 days, 61 to 90 days, and >90 days. The due date from which the period is calculated as the invoice date plus the number of days in the payment terms on that invoice.

See Aged Receivables to print a summary of receivables by account number that is aged as 0-30 days, 31-60 days, 61 to 90 days, and >90 days. The due date from which the period is calculated as the invoice date plus the number of days in the payment terms on that invoice.

See Customer Statements (Ledger) to print a formatted statement of all new repair invoice, sales invoice (except in the Retail SQL and Retail editions of At Your Service), and credit note transactions and payments for a specified billing period for each customer. Or see Customer Statements (Open Item) to print a formatted statement of all outstanding repair invoices, sales invoices (except in the Retail SQL and Retail editions of At Your Service), and credit notes for each customer. The due date for each invoice is calculated as the invoice date plus the number of days in the payment terms on that invoice.

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Repair Steps