Viewing and generating client ageing reports in SapphireOne is vital for monitoring outstanding receivables and managing overdue accounts. This process ensures that all ageing reports are accurately generated and utilised for effective receivables management.
- Navigate to the Balances Report
- Go to Accounts > Receivables > Balances Report.
- Generate the Report
- Select the criteria for the ageing report and generate it.
- Send the Report
- Use the available options to print the report for your clients.
For more detailed information, refer to the Go to Accounts > Receivables > Balances Report article.