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Marlin GTX enables you to generate the Customer Payments Due Report to view outstanding customer payments by transaction due date.
Generate the Report
This report provides a more accurate reflection of outstanding customer payments than the Customers Aged Balance Report.
Rather than breaking down each customer's outstanding payments by ageing period (e.g. Current, 30 Days, 60 Days, 90+ Days), the new report lists them by the transaction Due Date.
Select Main > Customers > Payments Due from the menu.
Either click on the Generate button to accept the default settings for the report (as seen in the diagram below), or customise the report using the following selection criteria:
Select Range for Customer Code:
Leave blank to include all Customers, or select the first and last Customer from the drop down lists.
Due Dates Up To and Including:
This value will default to today's date.
Use the drop down calendar to select an earlier date if required.
Print Transaction Detail:
Untick this check box if you only want to see Due Date and Amount Due on the outstanding payments for each customer.
The report is then generated according to the selection criteria that you entered.
The selection criteria is printed underneath the report title.
Utilise the icons to Print, Save, Email the report as required.
