This tab shows a summary of the status of the debtor's account. For more information, see:
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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 | 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. See How instalments operate. | |
Outstanding area buttons
Button | Description |
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| Generate a new debtor statement. See Generating debtor statements. |
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. |
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