The Past Due menu contains programs that allow you to find out which customer accounts are overdue and to send those customers overdue notices and to assess late charges, if applicable.
Note: For the steps of the Past Due process, see Past Due Procedures.
To open the Past Due menu, click Processes
from the Menu Bar,
and next click Past Due.
Keyboard shortcut: [ALT]
[p] [p]
The table below describes the available options.
Past Due Menu Items |
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Generates a Workfile containing the customers to receive past due notices. Keyboard shortcut: [ALT] [p] [p] [c] |
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Deletes individual customers from the Past Due Workfile. They will not receive a Past Due Notice. Keyboard shortcut: [ALT] [p] [p] [m] |
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Prints the Past Due Print Journal of the past due customers and their past due balance information in the Past Due Workfile. Keyboard shortcut: [ALT] [p] [p] [p] |
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Prints Past Due letters. Keyboard shortcut: [ALT] [p] [p] [x] |
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Prints Past Due XML certified mailers. Keyboard shortcut: [ALT] [p] [p] [c] |
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Reports the customers and the individual amounts of their aging balances. Keyboard shortcut: [ALT] [p] [p] [r] |
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Note: The following programs are used to apply late charges to overdue customer accounts. You only need to perform these routines if you wish to apply late charges to customer accounts. |
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Creates a Workfile of late charge transactions for customers with a past due balance, if applicable. Keyboard shortcut: [ALT] [p] [p] [g] |
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Prints the Past Due Edit Transaction Journal of the generated late charge transactions in the Late Charge Workfile. Keyboard shortcut: [ALT] [p] [p] [j] |
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Prints customer late charge statements, if applicable. Keyboard shortcut: [ALT] [p] [p] [t] |
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Updates the various files with the late charge amounts. Keyboard shortcut: [ALT] [p] [p] [o] |
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Allows you to view and maintain certain parameters pertaining to the past due process. Keyboard shortcut: [ALT] [p] [p] [d] |
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Allows you to view and maintain certain parameters for the past due process. |
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