NOTE: The Chase Debt option isn't available in the Essentials variant of Sage 50 Accounts. If you want to upgrade to Sage 50 Accounts Standard or above to use this feature, submit your details and we'll be in touch.
Options in the Chase debt window
The due in x day(s) box
This option appears at the top of the customer list.
This setting affects how the Overdue figures calculate. If you enter a number in this box, the Overdue column includes invoices that will become overdue within the number of days you specify.
TIP: You can find out more about how payment due dates are calculated in our handy Set payment terms and due dates guide.
Predefined filter drop-down
This option appears to the right of the Filter option at the top of the Customer list.
To see the options on the dropdown and what they show -
Click here >
| All | All customers. |
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| Custom | Presents the Search window so you can enter your own search criteria. |
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| Outstanding | Customers that have an outstanding balance. |
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| Overdue | Customers that have an overdue balance. TIP: If you enter a number in the Include invoices due within the next x day(s) box, this column includes invoices that will become overdue within the number of days you specify. |
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| Promised | Customers that have a promised payment. Find out more about promised payments in our handy guides: |
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| Disputes | Customers that have disputed items. |
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| On hold | Customers that are marked as 'on hold'. |
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| Unallocated | Customers that have outstanding SA or SC transactions. |
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| Over credit limit | Customers whose balance exceeds their credit limit. TIP: All of the customers appear in red. |
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| 1 month old* | Customers whose oldest outstanding invoice falls within the specified ageing period. |
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| 2 months old* | Customers whose oldest outstanding invoice falls within the specified ageing period. |
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| 3 months old* | Customers whose oldest outstanding invoice falls within the specified ageing period. |
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| Over 3 months old* | Customers whose oldest outstanding invoice is older than the specified ageing period. |
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*If Period Ageing is selected in Settings > Customer Defaults Ageing, then the months are replaced with ageing periods.
TIP: To see the exact criteria that each option applies, select the required option then click Filter.
Overdue column
The software checks the current program date then adds on the number of days entered in the Include invoices due within the next x day(s) box.
The overdue column displays the total value of all invoices that are overdue on this date.
TIP: Invoice due date = Invoice date + number of days entered in the Payment Due Days box in the Customer Record > Credit Control tab.
Follow up column
This shows the customer's next follow up date. This is the earliest date that appears in the Customer Record > Communications tab.
NOTE: If you want the latest follow up date to appear, delete the communications with the earlier follow up dates.