Receivables, Statements, and Finance Charges

Purpose and when to use this screen

~~Publication~~Review customer balances, prepare statements, and assess finance charges from the dedicated accounting screens.

Use the aging report to find overdue balances by customer and aging period before collections or statement work.

Select the statement scope and date options, review the selected customers, and generate statements only after confirming the reporting period.

Review eligible overdue balances and the configured charge rules before creating finance charges.

Reports and statements reflect posted accounting activity. Resolve questionable balances before communicating them to customers.