Page Comparison

This tab shows a summary of the status of the debtor's account. For more information, see:

Expand

title	Opening the Financial tab

To open the Financial tab:

Select Module > Debtors > Debtor Maintenance from the main menu.
Tip: You can also access the debtor functions by clicking .
Search for the debtor. See Searching for debtors.
The Debtor tab of the Debtor Maintenance window is displayed.
Click the Financial tab.
The Financial tab of the Debtor Maintenance window is displayed.

Debtor Maintenance - Financial tab key fields and buttons
Last Payment area fields

Field	Description
Last Payment Date	Date of the latest dated receipt.
Last Payment Amount	Amount of the latest dated receipt.

Outstanding area fields

Field		Description
Current 30+ days 60+ days	90+ days 120+ days 150+ days	Ageing of the debt. See How debts age. Note: The names of these fields depend on your Debt Ageing settings. See Synergetic Financial Configuration- Debtors tab in the Finance manual.
Prepaid		Amount the account is in credit, if applicable. Note: If there are outstanding amounts on the debtor's record, this field is zero.
Total Owing/Overdue		Total amount invoiced or included on the debtor's statements.
Charges Not Yet Notified		Charges that have yet to appear on a statement. Note: If an amount owing on a previous statement has been overpaid, the overpayment will reduce the amount showing in this field.
Forward Dated Charges		Charges that have yet to appear on a statement but are dated past the current run date. Note: These amounts do not appear on a statement produced on the current date. Normally this field is not populated.
Overall Balance		Total amount outstanding.
Instalments Not Yet Charged		Amounts originally charged as an instalment charge but have not yet been taken up as a current charge in Synergetic. See How instalments operate.

Outstanding area buttons

Button	Description
Image Modified	Generate a new debtor statement. See Generating debtor statements.

Last Statement area fields

Field	Description
Last Statement Date	Date of the latest statement.
Balance	Amount of the latest statement.
Number	Statement sequence number.

Last Statement area buttons

Button	Description
Image Modified	Preview the debtor's next statement or invoice.

Versions Compared