The "Debtor list - Credit control listing (Credit limit vs Current balance) as at..." report will list the Account code, Name of the Debtor (account description), Postal address, Telephone 1 / 2, Credit limit, Current balance and the Available balance as at the date and time of printing this report. 

This report only includes batch and document transactions which are posted. Unposted batches and documents will be NOT be included in this report.

To view a list of unposted batches and documents, which is not updated to the ledger, go to Input → Checking unposted items (Default ribbon).

Debtor listing - Credit control listing report options

To print a Debtor listing - Credit control listing (Credit limit vs Current balance) as at... report:

  1. On the Reports ribbon, select Reports → Debtors → Listing. 
  2. Select "Credit control listing (Credit limit vs Current balance) as at".

 

  1. Select the following: 
    1. From account / To account - Select a debtor (customer / client) account or a range of debtor (customer / client) accounts, to include in the report.
    2. Sequence - Select "Debtor code Description, Credit limit or Disabled" to print the report details in the order (sort) in which you wish to display the data.
    3. Show contact details - You may select this option to view the postal address, delivery address, telephone numbers, Fax number, email address, website and more for each debtor account.
    4. Reporting group 1 - Select a reporting group or more reporting groups. The report will only be printed for those debtor (customer / client)  accounts linked to the selected Debtor reporting group 1.
  1. Click on the OK button. 

Printed : Debtor list - Credit control listing report

Negative amounts in the Available column, prefixed with a minus sign (-), indicates that the debtor (customer / client) account(s) are exceeding the credit limit. This means that the

  • Credit limit is not entered, or may need to be increased on the Accounting information tab.
  • The debtor (customer / client) account(s) are in arrears. You may need to send statements, reminders, etc. to receive outstanding payments debtors (customers / clients) before allowing further sales to these debtors (customers / clients). You may disable these debtor (customer / client) account on the Accounting information tab.

Printed : Debtor list - Credit control listing (Show contact details) report

View the "Debtor listing - Credit control listing (Credit limit vs Current balance) as at..." (Show contact details) report:

The Contact: name of the contact person will only be displayed, if the contact is selected on the Contactperson field of the debtor (customer / client) account.