Customer Payment History Analysis Report overview

The Customer Payment History Analysis Report includes all relevant payment information contained on the Customer Setup-Credit records. Depending on your procedures and policies, review the Customer Payment History Analysis Report on a daily, weekly, or monthly basis.

Use the Customer Payment History Analysis Report to review payment consistency, improvement, or delinquency for each period of the year.

You can include customers whose history balance or past due balance increases substantially and continues to increase over a specific number of periods, who have a past due percent greater than a specific percent, who are on hold, or who are over their credit limits.

The Customer Payment History Analysis Report automatically groups customers according to the division number on their Customer Setup-General record. If you are a sales representative, you can also print the report for customers in your territory or assigned to you. Review each customer on a regular basis to ensure the payment history has not changed dramatically. This report can alert you to the first indication that a problem exists or is beginning so you can take appropriate action. The accounts payable manager and phone number print for each customer.