Overview 

• The Customer Age Analysis (CAA), also known as the Debtors Age Analysis or Debtors Control, is used to manage customer receivables.

• The age analysis displays customers' outstanding balances divided into these date ranges: Current, 30 Days, 60 Days, 90 Days, and 120+ Days. 

• This guide explains how to output Customer Statements and manage Overdrawn Accounts.

Navigation: Main Menu > Accounting > Customer Age Analysis

How to Send Customer Statements 

1. Navigate to the Customer Age Analysis.

2. Set the filters as needed.

3. Click View (button) to view all outstanding accounts. 

4. Select the records for which statements must be set. User Ctrl +A to select all or hold down the Ctrl key while left clicking random records.

5. Click Output (button) > Email > Customer Statement.

How to Follow Up on Accounts 

A Service Ticket can be created from the Customer Age Analysis to follow up on an account or for an account query.

1. ​Navigate to the Customer Age Analysis.

2. Set the filters as needed.

3. Click View (button).

4. Right click a record in the Customer Age Analysis grid and select Create/Update Service Ticket from the context menu.

   • Note: If an existing service ticket is linked to the customer, it is opened else a new ticket is created.

5. Complete the Service Ticket information and email the ticket to the customer.

6. The Reminder Date from the linked Service Ticket will be displayed in the list view of the Age Analysis and highlighted in red if it’s overdue.