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Knowledge Base |
Reports - First Eft Late
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This article will guide you through generating your First EFT Late Report.
Requirements - A Master Admin login or a staff login with the following permissions:
This report will display any client who has their first scheduled payment past due. There is a corresponding Dashboard Widget that accompanies this report.
1. Generate Report
Navigate to Reports > Sales > First EFT Late and select the date range you want to analyze. Then click on Run Report.
2. Understanding the Report
The online report will display the following information:
Agreement ID - the agreements ID
Agreement Date - is the date the agreement was sold to the client.
First EFT Due - is the date of the client's first scheduled payment.
Customer User ID - will display the customer's user ID
Customer Name - will display the customer's name
Description - will display the name of the type of payment that is past due and also provide a link to the PDF copy of the client's agreement.
Sales Person and Second Sales Person - will list any staff member assigned to the sale of the agreement.
Invoice - is the total agreement invoice value for the initial term of the agreement.
Past Due Amount - is the amount that the client is past due.
Clicking on any of arrows below the bold headers will sort the columns.
3. Export Data
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Reports - Late
Past Due Manager Options
Requirements - A Master Admin login or a staff login with the following permissions:
- Reporting: Can access reports
- Reporting: Can access sales: first eft past due
Generating The First Eft Late Report
This report will display any client who has their first scheduled payment past due. There is a corresponding Dashboard Widget that accompanies this report.
1. Generate Report
Navigate to Reports > Sales > First EFT Late and select the date range you want to analyze. Then click on Run Report.
2. Understanding the Report
The online report will display the following information:
Agreement ID - the agreements ID
Agreement Date - is the date the agreement was sold to the client.
First EFT Due - is the date of the client's first scheduled payment.
Customer User ID - will display the customer's user ID
Customer Name - will display the customer's name
Description - will display the name of the type of payment that is past due and also provide a link to the PDF copy of the client's agreement.
Sales Person and Second Sales Person - will list any staff member assigned to the sale of the agreement.
Invoice - is the total agreement invoice value for the initial term of the agreement.
Past Due Amount - is the amount that the client is past due.
Clicking on any of arrows below the bold headers will sort the columns.
3. Export Data
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Reports - Late
Past Due Manager Options
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