Customer Status
This reports shows the paid and unpaid Invoices for each Customer in the selection. The age of due Invoices is shown together with their Reminder Levels as are Receipts and total turnover and amount due figures.
The Customer Status report has Hansa's Drill-down feature. Click on the Invoice Number of any Invoice in the report to open that Invoice record.
Leave all the fields blank if the report is to cover all the Customers in the Customer register. If it is necessary to restrict the coverage of the report, use the fields as described below.
- Customer
- Paste Special
Customer register
- Range Reporting Alpha
- Use this field to limit the report to a single Customer, or range of Customers.
- Category
- Paste Special
Customer Categories setting, Sales Ledger
- To restrict the report to Customers of a single Category, enter a Category Code here.
- Customers with Balance Only
- Switch this option on to exclude Customers with no unpaid Invoices. Customers with unpaid Invoices that are not yet due for payment will not be excluded.
- Function
- Use these options to limit the report to include only the last five paid Invoices (the default), or to start the report from a specific date.
