Use this program to print payment history using the information stored in the payment history file.
The StaticControl F/M determines how information formats in these types of reports.
The Document Removal Register updates each customer’s payment history and makes information available for printing on this report. The report information may also be affected by using the customer’s Payment History F/M.
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Report information includes |
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customer number
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date the account opened
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customer name
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current AR balance
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last sale date
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total dollars or invoices paid
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| last payment date |
average number of days overdue or invoice date for three accumulation periods
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total number of customers listed on report
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Access this program by choosing Accounts Receivable-->Reports & Prints-->Payment History Report.
1. Enter the order in which to print the report information. Options are Customer, Alpha, Salesperson/territory and Customer Class (K) order. The program defaults to C.
2. Select the beginning order choice to print. For instance, if you set the report to print in Customer order, select the first customer that should appear. Press F1 to default to FIRST.
3. Select the ending order choice to print. For instance, if you set the report to print in Customer order, select the last customer that should appear. Press F1 to default to LAST.
4. Enter the branch or branches that you want to include. The branch or branches you enter must be valid in the system. The program defaults to the branch assigned to the terminal. Press F1 to default to ALL.
5. Select the Scope for the report. You can select from Summary for a cumulative period accumulation or Detail to print individual period information.
6. Select OK or press Enter (CR) to run the report.