Trader Card Credit Control

After you have browsed for a trader, you can look at Credit Control information.

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The Accounts contact's information is displayed, as selected under the Details tab.

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Credit Control Notes

Your credit control activities can be logged here by adding notes:

1. Click the [+] button to create a new note.
2. Complete:
   • Your call notes in the box;
   • The contact at the trader from the list;
   • The Chase date.
3. Click [✔] to confirm. The note is added to the grid.

Historical Ageing

Historical Ageing shows an aged debtors or creditors summary for the selected trader.

• Only shows posted results. You can quickly check if a transaction has been posted under the Outstanding tab.
• Currency values rounded to the nearest pound, euro or main unit of currency

Divides invoices and payments into periods of thirty days:

Year – the previous 12 periods are displayed, grouped by year.

Period	Period End	Not Due	Current	1 Month	2 Months	3 Months	4 Months +	Total	Cash
As set up in Periods			< 30 days	30-59 days	60-89 days	90-119 days	≥ 120 days	Total o/s	Receipts total

See Also