The Customer / Receivables Report Module shows various options to view reports that help businesses identify invoices that are open and allows you to stay on top of your business.  In this module you can generate many reports, such as and Accounts Receivable Aging report and much more, related to data inside of CoreBridge. Most reports can be exported or saved in Excel, Word, or PDF formats.



Reports can be viewed by different categories like Summary, Detail and Drilldown.



Table of Contents



Accounts Receivable Aging


Accounts Receivable Aging By Salesperson


Customer Payments

  • Generate: Generates a list of payments received for a given date range.


Customer In-Store Credit

  • Generates a report showing the current in-store credit balances and view activity since a selected date or all dates.

   

Customer Credit Terms, Limits & Usage 

  • Generate: Generate lists customers by credit terms, credit limit, and credit balance.  Credit balance is the sum of open balances on active orders.


Customer Tax Exemption Status 

  • Generate: Generates a list of customer that are tax exempt, including the reason, tax ID number and expiration date.                  

Customer Balance 

  • Summary: Summary will show the total balance for each customer.
  • Detail: Detail will show each invoice with a balance per customer.


Customer Statements (All Customers)

  • Generate: Generates a separate statement for all customers that have orders in a completed status (balance due).

    Note: To generate an individual customer statement, navigate to that customer's page in the Sales Module.


Customers By Created Date

  • Summary: Summary will show basic company information.
  • Detail: Detail report shows much more company information.
  • Export: Export will put all information on a single line for easy exporting.

Note: All reports allow the filtering by Customer Create date as well as the current customer status.       

    

Customers By Master Account

  • Generate: Generates a report showing the customer and master account relationships.


Dormant Customers 

  • Generate: Generates a list of customers that have no estimate or order activity since the selected date.  The report includes transaction volume and last date of activity based on estimate or order created date.  If no activity occurred, the customer's created date is use.  Voided orders and activity prior to the oldest activity date selected are ignored.

   

Customer Phone/Address List

  • Summary: A summary report will show basic company information.
  • Detail: Detail report shows much more company information.
  • Export:Export will put all information on a single line for easy exporting.
    • Filters Available: Assigned Location, Industry Type, Origination, Customer Type, and Customer Status.