Clients with Outstanding Fees

Each row of the Clients with Outstanding Fees grid displays a single Client's details, including their name and reference, contact details, credit status, credit limit, ageing data (Days to Pay, unallocated cash, finance charges) and current balance.

On initial viewing, the first grid row—the uppermost Client—is selected by default.

Details of any Client Transactional Notes and a Client's outstanding fees (Invoices, Receipts, Finance Charges, etc.) are displayed only when a row representing a Client is expanded.

To expand an individual Client row:

• Click the expand button in the first column.

  This reveals the Client Notes and Outstanding Fees sub-grids.

Colour Coding

Red highlight on a row indicates that no Credit Controller has been associated with theClient. This highlighting is applied by default, and the associated colour cannot be changed.

Any other colour highlight on a row indicates the imminence of a due payment, relating to Days to Pay categories defined in your module Preferences, Days to Pay settings.