Customer Credit Snapshot Report
Use this report to see an overview of your customer's credit history. This report provides aging, customer credit history, and a brief look at the last transactions Receivables recorded for this customer.
Report Parameters
Bucket Set: Enter the bucket set to use for aging. You can enter any bucket set with a bucket set type of Credit Snapshot.
Collector: Receivables prints information for collectors between the low and high values you specify. Receivables prints all collectors by default.
Customer Name: Receivables prints information for customer names between the low value and high value you specify. Receivables prints all customers by default.
Customer Number: Receivables prints information for customer numbers between the low value and high value you specify. Receivables prints all customers by default.
Report Headings
Billing Address: Receivables prints each billing address for this customer.
Phone: Receivables prints your customer's primary telephone number.
Current Aging Column Headings
Receivables prints your current aging information based on the aging buckets you define in the Aging Buckets window whose type is Credit SnapShot. Debit items that have any adjustments whose status is pending are treated as disputed items.
Amount: Receivables prints the total amount of open invoices, debit memos, and chargebacks for each aging category.
Bucket: Receivables prints the aging periods that you define in the Define Aging Buckets form for these aging buckets.
Percent: Receivables prints the percent of total open receivables in each aging bucket.
Current Aging Row Headings
Adjusted Balance: Receivables calculates and displays the adjusted balance for this customer. This figure represents your customer's outstanding balance minus any unapplied or on-account payments.
Buckets 1-7: Receivables prints the name of your seven aging buckets in this column. You define your aging buckets in the Aging Buckets window.
In Collection: The amount of your customer's account that is in collection.
On-Account Cash: The total of this customer's on-account payments.
Outstanding Balance: The total of your customer's open invoices, debit memos, and chargebacks.
Unapplied Cash: The total of this customer's unapplied payments.
Customer History Section
This section displays historic information for this customer account. This information includes the amount and date of this customer's Largest Invoice and the Highest Credit Limit assigned to this customer.
Rolling 12-Month Summary Section
This section displays a twelve month rolling history for this customer's account. Each row of this section provides the total amount and/or count for the last twelve months for each of the following indicators.
- Number of On Time Payments
Credit Summary Section
The Credit Summary section provides summary information about the customers current credit assignments. These assignments include:
If your customer uses more than one currency, Receivables prints credit information for each currency. This information includes the currency type and the amount in that currency for each of the following indicators.
Last Transaction Summary Section
This section displays a summary of each this customer's last transactions types. These transaction types include:
Note: If the system option Require Billing Location for Receipts is set to No, any payments entered for customers without a statement site or who do not have a billing location associated with the receipt will not appear in this report.
See Also
Common Report Parameters
Running Standard Reports and Listings
Receivables Standard Reports
