Customer Age Analysis Tutorial

Overview#

• The Customer Age Analysis (CAA), also known as the Debtors Age Analysis or Debtors Control, lets you manage customer receivables.
• The age analysis displays customers' outstanding balances divided into these date ranges: Current, 30 Days, 60 Days, 90 Days and 120+ Days.

💡These tutorials explain how to send Customer Statements and follow up on overdue accounts.

How to Send Customer Statements#

1. Navigate to the Customer Age Analysis.
2. Set the filters as needed.
3. Click View (button) to view all outstanding accounts.
4. Select the records for which statements must be sent. Use Ctrl + A to select all or hold down the Ctrl key while left-clicking random records.
5. Click Output (button) > Email > Customer Statement.

How to Follow Up on Accounts#

1. Navigate to the Customer Age Analysis.
2. Set the filters as needed.
3. Click View (button).
4. Right-click a record in the Customer Age Analysis grid and select Create/Update a Service Ticket.
   • Note: If an existing service ticket is linked to the customer, it is opened; otherwise, a new ticket is created.
5. Complete the Service Ticket information and email the ticket to the customer.
6. The Reminder Date from the linked Service Ticket appears in the list view of the Age Analysis and is highlighted in red if it is overdue.