Does anyone know how to get a report out that shows credit terms? ie 7 day, 20th of the month? I have more than 2000 customers so want an easy way to do this.
Hi @Katyjane1,In AccountRight NZ, there isn’t a standard report that lists each customer’s credit terms in one report. The easiest way to pull this together is to export your Customer Cards via File > Import/Export Assistant, include the customer terms fields, then open the file in Excel so you can sort and filter the terms in bulk.
If you’re only wanting to check how invoices are ageing against those terms, you can also run the Receivables Reconciliation [Detail] report and set the ageing method to use invoice terms.
Hope that helps!Regards,Earl
Hi @Katyjane1 , the MYOB for Excel addin will give you a customer listing with many optional fields including credit limit.
See Getting started with MYOB for Excel.
You may need some assistance to set up Excel correctly.
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