1. Accounts Receivable Aging Report


The report, or table, depicting accounts receivable aging provides details of specific receivables based on age. The specific receivables are aggregated at the bottom of the table to display the total receivables of a company, based on the number of days the invoice is past due. 

  • Go to Finance app
  • Select Reports tab
  • Choose the month to generate the report: 
    • The report will show aged receivables of the selected month and 3 months earlier. 
    • For example, you choose March 2019, you will have the report for March (current), February, January and December. The others are grouped at Older.
  • Click the customer name for detail.




2. Remind customers with unpaid invoices


* Note: Invoices here refer to POSTPAID invoices.


Now you can schedule to send out alerts automatically to remind your customers of their pending payment. Specifically, you can 

  • create as many templates as you want
  • configure past due days, content differently
  • view, edit and delete existing templates



Create reminder template


Besides the compulsory fields (Past due days, Subject), you can customize the reminder with

  • Merge tags
  • A list of due invoices 
  • Copyright