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Receivables

Written By:
Dovydas Baublys
Updated:
March 10, 2020
March 9, 2020

The Receivables report shows a list of your customers, the amounts they owe to you, as well as how much of their balance is within the invoice terms and how much is outside of the invoice terms.

This report is useful for your credit control, for example, when chasing up overdue balances. It is also useful for you to see how much you can expect to receive in the near future from your customers.


Viewing and interpreting the report

To access the Receivables report, go to Reports > Receivables.

As shown below, the Receivables report shows each customer listed with the amounts overdue and how overdue they are.

This example has been run for a certain date, however this can be altered to see how much was owed at a previous date.

You can view each customer section in detail to see a list of all unpaid invoices and how overdue they are. Customer A as seen below for example, has 3 invoices making up the balance, with one being overdue by 88 days (i.e. 88 days have passed without payment after due date).

If you have a lot of customers with lots of overdue balances, it may be difficult to know where to start with your credit control. This report allows you to order the results according to the headings.

For instance, you can order the data by the customers with the highest balance, or by customers whose balances have been overdue the longest. The data can also be exported to Excel and manipulated there.

Note that in order for these reports to be accurate, the bank transactions in FR Books should be up-to-date. If they are not, customer receipts may be missing from the report and customers may be chased for payment in error.

Written By:
Dovydas Baublys
Updated:
January 21, 2020
March 9, 2020
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