This tab shows a summary of the status of the debtor's account. For more information, see:
- How debts age (on page ).
- How instalments operate (on page ).
- Printing and emailing debtor statements
Anchor H_1305 H_1305 (on page ).
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To open the Financial tab:
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Debtor Maintenance - Financial tab key fields and buttons
Last Payment area fields
Field | Description |
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Last Payment Date | Date of the latest dated receipt. |
Last Payment Amount | Amount of the latest dated receipt. |
Outstanding area fields
Field |
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Description | ||
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Current | 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. |
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Outstanding area buttons
Last Statement area fields
Field | Description |
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Last Statement Date | Date of the latest statement. |
Balance | Amount of the latest statement. |
Number | Statement sequence number. |
Last Statement area buttons
Button | Description |
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| Preview the debtor's next statement or invoice. |
