The Aged Debtors report lists all clients owing money to the clinic and displays how long the money has been outstanding (Current, 30 days, 60 days, 90+ days). It provides a useful summary of the money that is owed to the clinic and how long it has been outstanding.
In the Set Current Report Date window, in the Date From and Date to fields, type a date range for the report.
Optional: You can include and/or exclude specific client markers in the report by using the Marker Options and 2nd Marker Options fields. Click the Select button to the right of the corresponding field to choose the markers you wish to include or exclude.
Note: Select the Save Analysis to Client Records check box to save the debtor analysis to the client record. This can then be an option for selection in the Marketing Schedule.
Note: You can export the Aged Debtors report to Excel by selecting the Send to Excel check box.
Click OK.
From the Set report destination window, select a report destination and click OK.
The Aged Debtors report will print to the selected destination.
The client's aged amounts will be updated, and can be displayed by clicking the Settings tab on the Client Details window.
