Credit Controllers often have to report an overdue, promises and also a summary of payments by customer and for a period of time (today, this week, this month etc.). The Collected Summary report can be used for this purpose.
The report shows the following information for a Customer and the fields are calculated based on Customer Ledger Entries.
- Sales (LCY)
- Outstanding
- Overdue
- Promised
- Paid (LCY)
- Percentage Collected (Paid (LCY)/Sales (LCY))*100
On the reports Request Page, we can set Reporting Period and Customer filters.
The below shows an example of the detail that is generated:
At the bottom of the page there are 3 total values Fields for the selected period:
- Sales (LCY)
- Paid (LCY)
- Overall Percentage Collected
