Collecting Money: Who, How Much, and How Long

Next to keeping your customers satisfied, getting them to pay you in a timely manner is one of the most important tasks in running a small business.

There are three things you need to keep on top of: who owes you money, contacting late payers, and tracking how long it takes a customer to pay you.

To find out who owes you money (and for how long) run:

Aged Debtors [Summary]

If you need to prepare a "dunning list" for contacting late payers run:

Aged Debtors [Detail]

To review how long it takes your customer to pay you, print:

Customer Payment History

For the payment history of a single invoice, print:

Invoice Transactions

Note: Once you settle on the list of reports you like to run every month, consider creating a report batch for them. Refer to What's a Report Batch? for more information.