Generating a List of Overdue Customers

A list of customers with overdue amounts may be generated by tagging those customers and then generating a list of tagged customers:

1. Untag all organisations using Contact Manager → Enquiries — Contacts.

   Click Next Step.

   All organisations are displayed.

   Click Tagging, then Untag All. Follow the prompts, then click Close to close the Tagging dialog.

   Click Close to exit Contact Manager Enquiries.

2. Tag organisations with overdue amounts using Accounts Receivable → Unpaid Invoices.

   Choose the threshold for overdue invoices and click Next Step.

   All overdue invoices are shown.

   Click the Other tab.

   Click Tag organisations in results list.†

   Click Close to close the Unpaid Invoices screen.

3. Print a list of tagged organisations using Contact Manager → Enquiries — Contacts.

   Select Tagged Entries Only.

   Click Next Step.

   Click the Reports tab.

   Choose the report options required.

   Click Print Preview.

† This function requires Cadzow 2000 12.07.002 or later.