Customer Age Analysis Tutorial

How to Output Customer Statements

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

2. Left-click or multi-select (Ctrl + A) on a record/s to select.

3. Click on the Output (button) > Email > Select the Output Template (if applicable).

How to Manage Overdrawn Accounts

ℹ️ The aim is to prevent customers with a credit limit from placing further orders when they have exceeded their credit limit. By implementing this restriction, the company ensures that customers do not accumulate more debt which helps maintain financial stability. Customers need to have a Credit Limit set in QuickEasy BOS Enterprise.

Suspending Overdrawn Accounts

1. View the Customer Age Analysis for the current day.

2. Click on Menu (button)> Suspend Overdrawn Accounts.

3. Confirm on the pop-up that you want to suspend all the accounts.

   • Only applicable to accounts with credit limits.

   • The Customer's statuses will be changed from Active to Suspended.

   • Suspended accounts must be manually reset in the Customer's account.

Reactivating Overdrawn Accounts

1. Navigate to the Main Menu > Office > Customers 

2. Select Suspended from the dropdown list next to Status.

3. Double click any account on the list to change.

4. Click Accounting (tab).

5. Change the Status on the dropdown list next to Status to Active.

6. Click Save (button).

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.

Only service tickets with the category Accounts are applicable. 

1. Right-click on a record/s in the Customer Age Analysis grid.

2. Select Create/Update Service Ticket.

   • Note: If an existing Service Ticket is linked to the customer, it will open automatically. If no ticket exists, a new one will be created.

3. The Reminder Date from the linked Service Ticket will be displayed in the list view of the Customer Age Analysis

   • If the service ticket is overdue (based on the system date, not the date of the age analysis), the reminder date is highlighted in red.

4. Complete the Service Ticket information and email the Ticket to the customer.

Related Topics

• Reference: Customer Age Analysis

• Setup: Customer Age Analysis