SQLWorks makes it easy to look back through the debt history of a given customer – using the Sales Ledger ‘Debt History’ tool.
By clicking on the ‘Debt History’ Tab within a chosen company’s Sales Ledger account you can view a summary of aged debt over the past 9 months, using data from your past invoicing.
The ‘Turnover’ and ‘Profit’ Tab display each month’s turnover and profit from that company’s sales account over several years.
The ‘Balance’ tab collates every dated invoice and credit note to build a cumulative running total of a company’s credit history, displayed in both sterling and foreign currency, and as a graph.
For a range of graph options, highlight the table you wish to illustrate, right click and select ‘Graph [Profit/Turnover]’ or click ‘Enlarge’ to enlarge the balance history graph.
SQLWorks supports line, bar and pie charts, in both conventional and accumulated displays – providing different ways to illustrate a customer’s past purchasing.
For help managing customer accounts with SQLWorks – contact our team today by clicking here.