Understanding the Customer Receivable Summary

The Customer Receivable Summary provides a consolidated view of receivables grouped by customer. Learn how to generate and analyze this report in ERP ERP.

1. Navigate to the 'Reports Module' and select 'Customer Receivable Summary.'
2. Filter by customer, date range, or outstanding amount for detailed insights.
3. View total receivables for each customer along with payment due dates.
4. Export the summary for record-keeping or financial planning.
5. Use this report to identify high-value customers or overdue accounts.

• Navigate to the 'Reports Module' and select 'Customer Receivable Summary.'
• Filter by customer, date range, or outstanding amount for detailed insights.
• View total receivables for each customer along with payment due dates.
• Export the summary for record-keeping or financial planning.
• Use this report to identify high-value customers or overdue accounts.