RedApple11
5.2 Customer reports

Collection Report

A collection sheet for a period: for each customer, the opening balance, sales, expenses, receipts, crate balance and net balance. It tells you whom to chase today.

Collection Report
More in Customer reports
Where to find it
MenuCustomer Reports

On this screen

ButtonsOK · Continue>> · <<Back · Search · Select · SMS · Print · Sales Report
OptionsCrate Balance · Show Paybles Also · Cash / Bank · 0 Bal · Debtors · Absent · Total Receipt · Last Payment · Sale Parties · Area Wise · Group Wise · Alphabetically [A-Z]

How to use it

  1. Tick the customers (Select All for everyone) and press Continue>>.
  2. Choose From and To dates and the order: Area Wise, Group Wise or Alphabetically.
  3. Tick what to include: Crate Balance, Show Paybles Also, Cash / Bank, 0 Bal, Debtors, Absent, Total Receipt, Last Payment, Sale Parties.
  4. Press OK. <<Back returns to the selection.
  5. Print the sheet, or press SMS to remind customers.

Key points

  • Net Balance is what the customer still owes after sales and receipts.
  • Last Payment shows when each customer last paid.
  • Absent adds customers who have not bought lately.
  • Sales Report jumps to the sale details.

See Red Apple 11 on your own mandi work.

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