This tab shows a summary of the status of the debtor's account. For more information, see:
Debtor Maintenance - Financial tab key fields and buttons
Last Payment area fields
Field |
Description |
Last Payment Date |
Date of the latest dated receipt. |
Last Payment Amount |
Amount of the latest dated receipt. |
Outstanding area fields
Field |
Description |
|
Current 30+ days 60+ days |
90+ days 120+ days 150+ days |
Ageing of the debt. See How debts age. Note: The names of these fields depend on your Debt Ageing settings. See Synergetic Financial Configuration- Debtors tab in the Finance manual. |
Prepaid |
Amount the account is in credit, if applicable. Note: If there are outstanding amounts on the debtor's record, this field is zero. |
|
Total Owing/Overdue |
Total amount invoiced or included on the debtor's statements. |
|
Charges Not Yet Notified |
Charges that have yet to appear on a statement. Note: If an amount owing on a previous statement has been overpaid, the overpayment will reduce the amount showing in this field. |
|
Forward Dated Charges |
Charges that have yet to appear on a statement but are dated past the current run date. Note: These amounts do not appear on a statement produced on the current date. Normally this field is not populated. |
|
Overall Balance |
Total amount outstanding. |
|
Instalments Not Yet Charged |
Amounts originally charged as an instalment charge but have not yet been taken up as a current charge in Synergetic. |
Last Statement area fields
Field |
Description |
Last Statement Date |
Date of the latest statement. |
Balance |
Amount of the latest statement. |
Number |
Statement sequence number. |
Last Statement area buttons
Button |
Description |
Preview the debtor's next statement or invoice. |
Last modified: 9/10/2013 3:00:36 PM
© 2013 Synergetic Management Systems. Published 15 October 2013.