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Customer Delayed Payment Count


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Hi, 

I need to have a capability to show how many times the customer has exceeded their credit terms (late payment based on credit terms). Do anyone have any idea how to achieve this?


Any help would be highly appreciated.

 

 

Best answer by Laura02

Hello,

Are you using Dunning Letter features? If so, Dunning Letter History inquiry shows us how many dunning letters, containing how many documents past due, the customer has received:

If Dunning features are not used, you may create a generic inquiry containing Invoices with Payment details, and can subtract the Invoice Due Date with Payment Date to determine # of days invoice was paid after due date.  The Generic Inquiry can Count the # of invoices paid late.

 

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3 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • Answer
  • April 20, 2023

Hello,

Are you using Dunning Letter features? If so, Dunning Letter History inquiry shows us how many dunning letters, containing how many documents past due, the customer has received:

If Dunning features are not used, you may create a generic inquiry containing Invoices with Payment details, and can subtract the Invoice Due Date with Payment Date to determine # of days invoice was paid after due date.  The Generic Inquiry can Count the # of invoices paid late.

 


Kandy Beatty
Captain II
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  • Captain II
  • 2161 replies
  • April 20, 2023

HI @ASamson21 

Along with what @Laura02 said using Dunning Letters, there is a Customer View Dashboard that will show you Total Credit Extended and Overdue AR which you can drill into to see how often they have ben 30, 60, 90 days overdue

 


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  • Author
  • Freshman I
  • 14 replies
  • April 20, 2023

Hi @Laura02 and @kandybeatty49 ,

Thank you for your response. I will try this and let you know if works on my side.

 


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