Our users of the system have a variety of financial reports at their disposal to help them track their AR for their customers . The first report they could use is the Customer Close To Credit Limit Report. This report is helpful in determining if a customer is close or over their credit limit. With this information, the shop can make a decision on whether to do new work for customers who are over their credit limit. Another helpful report is the Age Receivable Report. This report tells our users how long their AR invoices have been outstanding for. This report can tell our users that which customers have bad credit and that they should refrain from doing new work orders for them. For more information on these reports and others, please feel free to contact Perfit Support.
