This report gives simple results about Clients that fit the profile of Bad Debtors. In the case of Bad Debtors clients enter these classifications when you enter notes in these areas on their Client Record.
Accessing The Client List: Bad Debtor Report
- Go to the RxWorks Task Panel.
- Select ‘Reports’ from the "toolbar".
- Select ‘B: Accounts, Debtors & Tax Analysis.’
- Click on ‘Bad Debtors’ under ‘4: Client Lists.’
The window shown above will appear.
About the Client Lists Reports – Bad Debtors
Client Lists reports are useful for reviewing clients with unusual payment circumstances.
Notice the report shows the each client’s name, phone number and account balance.
What The Report Does
This set of reports gives simple results about Clients that fit the profile of Bad Debtors, with Credit Balances or with Special Payment Terms. In the case of Bad Debtors and Special Payment Terms, clients enter these classifications when you enter notes in these areas on their Client Record.
When To Run This Report
Run this report before an account run, particularly for the special payment terms clients or periodically as you require information about these types of clients.
The Report Window
The Bad Debtors report options allow you to restrict the report to debts written off in a specific date range or to clients with a current balance.
This opens the report in a preview window, from which you can review it, then save and/or print it.
This prints the report on the Crystal Reports default Page Style unless otherwise specified.
This opens the report in Microsoft Excel as a spreadsheet.
This allows you to export to the following file types (some of the file types are available via the other viewing options):
This opens the report in a PDF viewing software like Adobe Acrobat or Foxit Reader.
This opens a dialog in which you can change the page style of the report.
This returns you to the Reports page without creating a report.