Numeric Window (Collection Manager)
You can choose to have the information shown as of a date that you enter in a field near the top of the window.
You can select to have your information presented:
Graphically: You can choose to show information about customers who are late with a pie, bar, or column chart.
The pie chart shows what percentage of your customer invoices outstanding is in each bracket as of the current date, the current date compared to a month ago, or the current date compared to a year ago. The top of the pie chart window shows the average of the days overdue for your customers.
The bar (horizontal) and column (vertical) charts show the dollar amount of outstanding invoices for each aging bracket, along with the total dollar amount of the outstanding invoices.
Numerically: The aging brackets on this window show the total dollar value of the late payments, the number of invoices due, and the number of customers overdue.
The aging brackets used by the graph are those you set up in Customer Defaults. In addition, the aging is done by invoice date or due date, depending on what you set up in the customer default information.
When you open the Collection Manager, Sage 50 initially displays this window. It defaults to whatever setting (graphic or numeric) you had it on when you last closed it.
By bracket: This lists the invoices in a selected aging bracket. At this level, you can send a collection letter to a customer who is late by selecting the Letter check box to the right side of the window. Then, select the Letter button.
To see the Bracket window, select an aging bracket on the Numeric window, and either double-click or select the Bracket button.
By customer due: This shows the invoices due for a selected customer. When you are in the Bracket window, you can double-click a customer line or select the Source button.
By detail: This shows the invoice detail for a particular customer by displaying Sales/Invoicing. To see this, select an invoice from the Customer Due window, and either double-click or select the Detail button. You can modify the transaction here.
The Selection button at the top of the window allows you to choose the customers whose aging information you want to see. This button is available only if you're viewing the Graph, Numeric, or Bracket windows.