Customer Age Analysis Tutorial

Overview#

The Customer Age Analysis (CAA), also known as the Debtors Age Analysis or Debtors Control, manages customer accounts. The module categorises outstanding balances into date ranges. These include Current, 30 Days, 60 Days, 90 Days and 120+ Days.

💡These tutorials explain how to Output Customer Statements and Manage Overdrawn Accounts.

How to Output Customer Statements#

1. Navigate to the Customer Age Analysis.
2. Click View (button) to view all outstanding accounts.
3. Left-click a record to select it or use Shift / Ctrl + left-click to multi-select records.
4. Click Output (button) > Email, Print or Preview > Select the Output Template (only necessary if more than one template is linked).

How to Update Multiple Customer Records#

1. Display a Customer Age Analysis.
2. Click Actions (button) > Batch Update and select one of these options:
   1. Status = Select a status from the dropdown list.
   2. Terms = Select terms from the dropdown list.
   3. Credit Limit = Enter the new credit limit in the adjacent block.
   4. Billing Method = Select a billing method from the dropdown list.
3. Click Update (button).
4. Confirm the update.

How to Follow Up on Accounts#

1. Display a Customer Age Analysis.
2. Right-click an entry.
3. Select Create/Update a Service Ticket.
   • Note: If the customer has an Accounts Service Ticket that is New/Pending or Active, it is opened. If there is none, a new one is created.
4. The Reminder Date from the linked Service Ticket can appear on the list view of the Customer Age Analysis (the field Remind, is hidden by default. Use the Field Chooser (*) to include it.) If the service ticket is overdue (based on the system date, not the date of the age analysis), the ticket date appears in red.
5. Complete the Service Ticket information and email the Ticket to the customer.