Billdozer Support
  • Support Home
  • Billdozer Website
  • Billdozer Billing Login
  • FAQ

Knowledge Base

  1. Home
  2. Knowledge Base
  3. Arrears Management Tab
  4. About Client Age Analyis

About Client Age Analyis

  • Created August 14, 2016
  • Author James Browning
  • Category Arrears Management Tab

The Client Age Analysis screen provides you with a status summary for each of your client accounts. Choose a radio button to filter the list to display the client accounts according to the following criteria:

Δ.
  • All – displays all client accounts (irrespective of whether the account is in arrears or not).
  • 30 Days – only displays accounts that have been in arrears for 30 days (or less).
  • 60 Days – only displays accounts that have been in arrears for 60 days (or less).
  • 90 Days – only displays accounts that have been in arrears for 90 days (or less).
  • 120+ Days – only displays accounts that have been in arrears for 120 days (or more).
  • No outstanding balance only displays accounts that have no outstanding balances
Δ.

Note: Additional filtering on this list can be done by column heading (see Common Tasks/Filtering Lists).

Δ.

View Client Age Analysis

Client age analysis information is provided under the following headings:

  • Actions – Provides a drop-down allowing you to: Create Note – create a new note to attach to the client age record, view additional information about the client, namely Client Details – view client details, Contract management – view the client’s contract (if applicable) – this includes payment methods such as bank and account number, as well as details including contract number, collection day, and so on, or Transactions – view summary or detailed view of all client transactions. See Client Management and Contract Management for more details on editing. Click x Close when complete to return to the previous screen.
  • Δ.

    Note: Filter the list by column heading (see Common Tasks/Filtering Lists). Reorder columns (see Common Tasks/Ordering Lists).

  • Account # – The client’s account number.
  • Name – The client’s name.
  • Calculated – The date on which the ‘age in days’ was calculated, i.e. today’s date.
  • Balance – The original account balance.
  • Current – The current account balance.
  • 30 – 180+ days – The amount outstanding for the specific number of days.

Related

Was this article helpful?

You must log in to vote
Yes No

Related Articles

  • About Rejected Invoices
    • 0
    • 1338
  • About Clawback
    • 0
    • 1455
  • About Rejections by Batch
    • 0
    • 1447
  • About Client Statements
    • 0
    • 1430
  • About Follow-up Notes
    • 0
    • 1361
  • About Failed Collections
    • 0
    • 1269

Knowledge Base Authors

  • James Browning
    Articles Authored: 124

Forum Statistics

Registered Users
8
Forums
1
Topics
1
Replies
0
Topic Tags
0
© Copyright Billdozer 2015.