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, click 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 click Source.
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.