Customer listing - Credit Control Listing (Reports menu)

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The Customer listing - Credit control listing (Credit limit vs Current balance) as at... report will list the Account code, Name of the Customer (account description), Postal address, Telephone 1 / 2, Credit limit, Current balance and the Available balance as at the date and time of printing this report.

To print a Customer listing - Credit control listing (Credit limit vs Current balance) as at... report:

1.On the Reports ribbon, select Reports → Customers → Listing.

2.Select "Credit control listing (Credit limit vs Current balance) as at", if not already selected.

3.Select the following:

a)From ... To... - Select a customer account or a range of customer accounts, to include in the report.

b)Sequence - Select "Customer code Description, Credit limit or Disabled" to print the report details in the order (sort) in which you wish to display the data.

c)Show contact details - You may select this option to view the postal address, delivery address, telephone numbers, Fax number, email address, website and more for each customer account.

d)Reporting group 1 - Select a reporting group or more reporting groups. The report will only be printed for those customer  accounts linked to the selected Customer reporting group 1.

4.Click on the OK button.


View the Customer listing - Credit control listing (Credit limit vs Current balance) as at... report.

Negative amounts in the Available column, prefixed with a minus sign (-), indicates that the customer account(s) are exceeding the credit limit. This means that the

•Credit limit is not entered, or may need to be increased on the Accounting information tab - Action →Customer .

•The customer account(s) are in arrears. You may need to send statements, reminders, etc. to receive outstanding payments customers before allowing further sales to these customers. You may disable these customer account on the Accounting information tab - Action →Customer .

View the Customer listing - Credit control listing (Credit limit vs Current balance) as at... (Contact details) report.

The Contact: name of the contact person will only be displayed, if the contact is selected on the Contactperson field of the customer account.

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