Debtor listing - Credit Control Listing (Reports menu)

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The Debtor listing - Credit control listing (Credit limit vs Current balance) as at... report will list the Account code, Name of the Debtor (account description), Postal address, Telephone 1 / 2, Credit limit, Current balance and the Available balance as at the date and time of printing this report.

To print a Debtor listing - Credit control listing (Credit limit vs Current balance) as at... report:

1.On the Reports ribbon, select Reports → Debtors → Listing.

2.Select "Credit control listing (Credit limit vs Current balance) as at", if not already selected.

3.Select the following:

a)From ... To... - Select a debtor (customer / client) account or a range of debtor (customer / client) accounts, to include in the report.

b)Sequence - Select "Debtor code Description, Credit limit or Disabled" to print the report details in the order (sort) in which you wish to display the data.

c)Show contact details - You may select this option to view the postal address, delivery address, telephone numbers, Fax number, email address, website and more for each debtor account.

d)Reporting group 1 - Select a reporting group or more reporting groups. The report will only be printed for those debtor (customer / client)  accounts linked to the selected Debtor reporting group 1.

4.Click on the OK button.


View the Debtor listing - Credit control listing (Credit limit vs Current balance) as at... report.

Negative amounts in the Available column, prefixed with a minus sign (-), indicates that the debtor (customer / client) account(s) are exceeding the credit limit. This means that the

Credit limit is not entered, or may need to be increased on the Accounting information tab - Action → Debtor.

The debtor (customer / client) account(s) are in arrears. You may need to send statements, reminders, etc. to receive outstanding payments debtors (customers / clients) before allowing further sales to these debtors (customers / clients). You may disable these debtor (customer / client) account on the Accounting information tab - Action → Debtor.

View the Debtor listing - Credit control listing (Credit limit vs Current balance) as at... (Contact details) report.

The Contact: name of the contact person will only be displayed, if the contact is selected on the Contactperson field of the debtor (customer / client) account.

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