Historical overview of debtors

You view a report with a historical overview of invoices grouped by debtor. The detailed historical overview is a historical overview showing the payments for the invoice in question.

The report shows the invoices of the debtors including the due date, whether a payment has been made, what has been paid and what the current balance is. A similar report is also available for creditors.

Note:

In the properties of a report, the definition also shows an explanation of the report that tells you, among other things, what the counts or data are based on and who viewed this report last.

To view the historical overview of debtors:

  1. Go to: Financial / Output / Report.
  2. Open the report: 
    • Historisch overzicht debiteuren (Profit)
    • Historisch overzicht debiteuren gedetailleerd (Profit)
  3. Complete the selection window.

    You can enter a reference date and invoice date as selection criteria. You can also specify which debtors you want to display in the report and how you want to calculate the age.

  4. Click on: Finish.

See also

Directly to

  1. Debtor monitoring
  2. Set or view the debtor monitoring status
  3. View payment behaviour
  4. Set or view a credit limit
  5. View outstanding items
  6. View a list of balances
  7. View an ageing analysis
  8. Record a dossier item
  9. View invoices
  10. Block and release invoices
  11. View a debtor card
  12. View the financial turnover by debtor
  13. Historical overview of debtors