Follow-up Reports
Chase overdue customers with an aged-receivable view.
Overview
Follow-up Reports shows what each customer owes, split into current and overdue buckets (1–30, 31–60, 61–90, 91–120 and over 120 days). Use it to decide who to call or send a reminder.
Follow-up levels in Configuration define the escalation steps (for example a friendly reminder, then a firm notice).
When to use follow-up reports
- You run a weekly collections review.
- You need an aged balance to share with a credit controller.
Step by step
In the Accounting module open Customers in the green navigation bar, then choose Follow-up Reports under Collections.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: CUSTOMER, CURRENT, 1–30 DAYS, 31–60 DAYS, 61–90 DAYS, 91–120 DAYS, OVER 120, TOTAL.
- Actions on the screen: Export Excel, Export PDF, Print.
Views and exports
- Standard view for reading, Excel view for a spreadsheet-style grid you can copy from.
- Export to Excel or PDF, or print.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- accounting.report.export
- accounting.report.read
- accounting.reports.read