Account Status

Aging Summary/Balance displays the amount of money that is invoiced but remained unpaid. Values are displayed in several fields depending on how much time has passed since the case was invoiced.

➢You can see the amount of money  

•Past Due 30 - The balance from month before last so if we are in July, this would the balance from May.

•60 - Month before Past Due 30

•90 - Month before 60.

•Over 90 - Balance before 90 and earlier

➢Total Past Due is sum of balances from 30, 60, 90, over 90

➢Current Balance is the balance from previous month. If we are in July, current balance is what customer owed in June which typically charges less any payments or credits.

➢Total Due Now is the past due balances + Current. It does not include anything that was charged this month. If it is July, it then doesn't include any charges occurred in July.

Aging Summary/Un-Applied displays the amount of money that was unapplied in past. Values are displayed in several fields depending on how much time has passed since the payment was made.

➢You can see the amount of money  

•Past Due 30 - The balance from month before last so if we are in July, this would the balance from May.

•60 - Month before Past Due 30

•90 - Month before 60.

•Over 90 - Balance before 90 and earlier

➢Current Balance is the balance from previous month.

View Aging by Lab allows to view the Customer Aging by Lab as of last statement.

➢Click on

Customer Aging by Lab as of Last Statement

Recent activities refers to invoices and payments made after the last statement such as:

➢Charges = sum of all invoices created after last statement was processed.

➢Payments = sum of all payments made after last statement. This field also includes the Unapplied payments made after the last statement.

➢Un-Applied = sum of the unapplied amount.

➢Credits = sum of all credits made after the last statement. This field also includes the Unapplied credits made after the last statement

➢WriteOffs = sum of all writeoffs made after the last statement

➢Total Un-Applied = displays the Unapplied payments and unapplied credits.

➢Last Payment = displays last payment amount and date and time when it was processed

➢Finally the Total Balance is calculated. This is what customer owes as of this minute which is basically Total Due Now + Current Charges

Note: When Total Balance is calculated we do not subtract the Credits and Payments because when the payments or credits are applied, the respective balances are reduced automatically. For example, if the customer has $300 in the past 30, he makes a payment of $200, we reduce the past due 30 by $200 making it $100. As a result, Total Due Now already includes the payment so the only thing left is to add the charges incurred this month to it.

COD = Cash On Delivery

Customer has several options to pay. One option is to pay when the products are delivered. To do that just:

➢Check Currently on COD  

➢Enter COD date  

➢Fill in notes if necessary.

Or you can check the Never on COD to eliminate this payment option.