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TASBooks - The aged debtors report

Using TASBooks, you can run the aged debtors report to view outstanding balances on your customer accounts. This helps you to chase debt and track amounts owed to your business.

  1. Click Sales, then click Sales Ledger Reports, then click Print Aged Debtors Report.
  2. Select whether to list the report by customer code, customer group or by salesperson.
  3. Complete the range fields, selecting a starting and end point for customers, groups and salesperson.
  4. Select whether to show the details of each transaction, or the totals only.
  5. If required, select the following options:

    Include Inactive Customers Include customers marked as inactive.
    Check Each Transaction Check all transactions each customers account.
    Include Zero Balances Include customers with no outstanding transactions on the report.
    Print Percentages Display the total overdue for each aging period as a percentage.
    Credit Stop if Overdue Place the customer on credit stop if they have invoices outstanding for more than a given period.
    Show VAT amount Display the VAT element of each transaction.

  6. Enter the date you want to show the aged balances into the Aged Debt Date.
  7. Check the details are correct in the Ageing Options.
  8. Select the output type in the drop-down menu, then click Print.