Every client account will automatically have a client age record, even if their account is up-to-date.

Billdozer calculates the maximum age of the client’s debt on a daily basis. In addition to the daily check, Billdozer automatically updates the client age record whenever a receipt or credit note is issued.

The Client Age Records 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:

• 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 don’t have an outstanding balance.

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

View Client Age Records

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

• Account Number – The client’s account number.
• Name – The client’s name.
• Age in Days – The maximum number of days between the current date and the oldest invoice that has a balance outstanding.
• Account Balance – The account balance at the time of the last ‘Calculated on’ date (see below).
• Calculated on – The date on which the ‘age in days’ was calculated, i.e. today’s date.
• Last Contact – the last date on which the client was contacted.
• Last 2 Notes – the last two notes that were sent to the client.