Delinquent Account Lists/Notices

A delinquent account is an account that is overdue in payment. You can print the delinquent list to find out which accounts are past due. Using the list gives you the opportunity to make sure that accounts which are not delinquent are not included on the list, or vice versa. When you're sure the list is correct, then you can switch the option on this report to print the delinquent notices. A delinquent notice is a warning letter to let the account holder know that the account status is delinquent.

In this Topic

Delinquent Account Lists/Notices
1. Printing delinquent account list
1. Print delinquent account notices
1. Allow for grace period
1. Check minimum amount against
1. Delinquent date
1. Due date
1. Exclude customers who have made payments since
1. Forms
1. Include inactive accounts
1. Mailing date
1. Print delinquent list
1. Print a line between customers
1. Print delinquent notices
1. Print separate bill-to notices
1. Show delinquent invoices

Printing delinquent account list

1. Open Connect Accounts Receivable > Reports > Delinquent Account List/Notices.

2. Select a report title.

3. Enter the Mailing Date.

The mailing date is the date the statement will be sent.

4. Enter the Due Date.

The due date is the date when payment is owed. You can leave this field blank if you want the system to prompt you to enter the due date when the report prints.

5. Click to select Print Delinquent List.

6. Set up the option to Print a Line Between Customers.

This option inserts a solid line after each customer to make the list easier to read.

Do you want to print a line between records?

Yes, I want to print a line to separate records. Select the Print a Line Between Customers checkbox.
No, I want to print records as is. Deselect the Print a Line Between Customers checkbox.

7. Set up the Show Delinquent Invoices checkbox.

Use this option to show the delinquent invoices for each delinquent customer.

Do you want to show delinquent invoices on the delinquent list?

Yes, I want to show delinquent invoices. Click to select Show Delinquent Invoices.
No, I do not want to show delinquent invoices. Click to deselect Show Delinquent Invoices.

8. Set up the option to Include Inactive Accounts.

An inactive account is an account with a termination date loaded in the account.

Do you want to include inactive accounts?

Yes, include inactive accounts. Click to select Include Inactive Accounts.
No, do not include inactive accounts. Click to deselect Include Inactive Accounts.

9. Click the Delinquent Options tab.

10. Enter the Delinquent Date.

The delinquent date is the date when unpaid invoices are considered delinquent

11. Enter the Allow [ _ ] [ _ ] Days for Grace Period.

A grace period is a time past the payment due date when the penalty is waived.

Is there a grace period?

Yes, there is a grace period. Use the Allow [ _ ] [ _ ] Days for Grace Period to enter the number of days or months in the grace period.
No, there is no grace period. Change the Allow [ _ ] [ _ ] Days for Grace Period to 0 (zero).

12. Enter the Exclude Customers Who Have Made Payments Since.

Use this option to exclude customers that make a payment after the grace period but before the given date.

Do you want to exclude customers that have made payments after the due date but before the specified date?

Yes, exclude customers who have made payments through MM/DD/YYYY. Use the Exclude Customers Who Have Made Payments Since field to enter a date.
No, include customers who have made payments through MM/DD/YYYY. Remove the date from the Exclude Customers Who Have Made Payments Since field.

13. Choose Delinquent Balance or Current Customer Balance.

The minimum amount is the smallest amount on an account that can be considered a delinquent account. The delinquent minimum amount is stored in Organization > Delinquent Minimum Balance. You can check the minimum amount against the delinquent balance or current customer balance. The delinquent balance is the amount on a customer account that is past due. The current customer balance is the current balance on a customer account at the time the notice prints.

What do you want to check the minimum amount against?

Check the minimum amount against the delinquent balance. On the Delinquent Options tab, click to select Delinquent Balance.
Check the minimum amount against the current customer balance. On the Delinquent Options tab, click to select Current Customer Balance.

14. Click Print (CTRL+P).

The delinquent list prints.

Print delinquent account notices

A delinquent notice is a warning letter to let the account holder know that the account status on the account is delinquent.

Do this...

1. Open Connect Accounts Receivable > Reports > Delinquent Account List/Notices.

2. Select a report title.

3. Enter the Mailing Date.

The mailing date is the date the statement will be sent.

4. Enter the Due Date.

The due date is the date when payment is owed. You can leave this field blank if you want the system to prompt you to enter the due date when the report prints.

5. Click to select Print Delinquent Notices.

6. Set up the option to Print Separate Bill-to Notices.

A bill-to is set up when a third party is billed instead of the account holder.

Do you want to send a delinquent notice to a bill-to address?

Yes, send the delinquent notice to the primary account owner AND the bill-to address. Click to select Print Separate Bill-to Notices.
No, send the delinquent notice to the primary account owner. Click to clear Print Separate Bill-to Notices.

7. Set up the option to Include Inactive Accounts.

An inactive account is an account with a termination date loaded in the account.

Do you want to include inactive accounts?

Yes, include inactive accounts. Click to select Include Inactive Accounts.
No, do not include inactive accounts. Click to deselect Include Inactive Accounts.

8. Click the Delinquent Options tab.

9. Enter the Delinquent Date.

The delinquent date is the date when unpaid invoices are considered delinquent.

10. Enter the Allow [ _ ] [ _ ] Days for Grace Period.

A grace period is a time past the payment due date when the penalty is waived.

Is there a grace period?

Yes, there is a grace period. Use the Allow [ _ ] [ _ ] Days for Grace Period to enter the number of days or months in the grace period.
No, there is no grace period. Change the Allow [ _ ] [ _ ] Days for Grace Period to 0 (zero).

11. Enter the Exclude Customers Who Have Made Payments Since.

Use this option to exclude customers that make a payment after the grace period but before the given date.

Do you want to exclude customers that have made payments after the due date but before the specified date?

Yes, exclude customers who have made payments through MM/DD/YYYY. Use the Exclude Customers Who Have Made Payments Since field to enter a date.
No, include customers who have made payments through MM/DD/YYYY. Remove the date from the Exclude Customers Who Have Made Payments Since field.

12. Choose Delinquent Balance or Current Customer Balance.

What do you want to check the minimum amount against?

Check the minimum amount against the delinquent balance. On the Delinquent Options tab, click to select Delinquent Balance.
Check the minimum amount against the current customer balance. On the Delinquent Options tab, click to select Current Customer Balance.

13. Click the Forms tab.

14.Select the Form.

A form is a document that has been set up to print information, such as text, titles, or variables.

Do you want to use the current form?

Yes, I want to use the current form. Continue to the next step.
No, I want to use a different form. Click on the Forms tab > Form Options subtab. Then, select a different form name from the Form drop-down list.

15. If you are printing the forms to pre-printed paper, load the pre-printed paper in the printer.

16. Click Print (CTRL+P).

The delinquent forms print.

Allow for grace period

A grace period is a time past the payment due date when the penalty is waived.

Is there a grace period?

Yes, there is a grace period. Use the Allow [ _ ] [ _ ] Days for Grace Period to enter the number of days or months in the grace period.
No, there is no grace period. Change the Allow [ _ ] [ _ ] Days for Grace Period to 0 (zero).

Check minimum amount against

What do you want to check the minimum amount against?

Check the minimum amount against the delinquent balance. On the Delinquent Options tab, click to select Delinquent Balance.
Check the minimum amount against the current customer balance. On the Delinquent Options tab, click to select Current Customer Balance.

Delinquent date

The delinquent date is the date when unpaid invoices are considered delinquent.

What is the delinquent date?

Use the current date as the delinquent date. Continue to the next step.
Let me use a different date as the delinquent date. Use the Delinquent Date field to select another date, or click Advanced Options.

Due date

The due date is the date when payment is owed.

Do you want to use the month end as the due date?

Yes, I want to use the month end as the due date. Continue to the next step.
No, prompt me to enter the due date when the report prints. Leave the Due Date field blank.
No, I want to use a different date as the due date. Click Advanced Options to change variable the system is using to set the due date. If you would like to select a different day, because the due date falls on a weekend for example, select the Calendar Date option. Then, you can click the Calendar button to choose a different date.

Exclude customers who have made payments since

Use this option to exclude customers that make a payment after the grace period but before the given date.

Do you want to exclude customers that have made payments after the due date but before the specified date?

Yes, exclude customers who have made payments through MM/DD/YYYY. Use the Exclude Customers Who Have Made Payments Since field to enter a date.
No, include customers who have made payments through MM/DD/YYYY. Remove the date from the Exclude Customers Who Have Made Payments Since field.

Forms

A form is a document that has been set up to print information, such as text, titles, or variables.

Do you want to use the current form?

Yes, I want to use the current form. Continue to the next step.
No, I want to use a different form. Click on the Forms tab > Form Options subtab. Then, select a different form name from the Form drop-down list.

Include inactive accounts

An inactive account is an account that does not have a termination date recorded in the Modify Existing Customers > Termination field.

Do you want to include inactive accounts?

Yes, include active AND inactive accounts. Click to select Include Inactive Accounts.
No, include only active accounts. Click to clear Include Inactive Accounts.

Mailing date

The mailing date is the date the statement will be sent.

Do you want to use the current date as the mailing date?

Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.
No, I want to use a different date as the mailing date. Select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options.

Print delinquent list

A delinquent list uses the program settings to select accounts that are past due. It may be helpful to print or preview the delinquent list before the delinquent notices are printed to make sure the list is correct.

Do you want to print a delinquent list?

Yes, I want to print a delinquent list. Select the Print Delinquent List checkbox.
No, I do not want to print a delinquent list. Deselect the Print Delinquent List checkbox.

Print a line between customers

This option inserts a solid line after each customer to make the list easier to read.

Do you want to print a line between customers?

Yes, I want to print a line to separate records. Select the Print a Line Between Customers checkbox.
No, I want to print records as is. Deselect the Print a Line Between Customers checkbox.

Print delinquent notices

A delinquent notice is a warning letter to let the account holder know that the account status is delinquent.

Do you want to print delinquent notices?

Yes, I want to print delinquent notices. Select the Print Delinquent Notices checkbox. Then, choose the form layout, this is the template the system will use to format the information on the notice, on the Forms tab. If you are printing the delinquent notice to a pre-printed form, load the pre-printed forms into the printer now.
No, I do not want to print delinquent notices. Deselect the Print Delinquent Notices checkbox.

Print separate bill-to notices

A bill-to is set up when a third party is billed instead of the account holder.

Do you want to send a delinquent notice to a bill-to address?

Yes, send the delinquent notice to the primary account owner AND the bill-to address. Click to select Print Separate Bill-to Notices.
No, send the delinquent notice to the primary account owner. Click to clear Print Separate Bill-to Notices.

Show delinquent invoices

If you wish to list which invoices are delinquent for each customer, use Show Delinquent Notices to list delinquent invoices after each customer on the Delinquent List.

Do you want to show delinquent invoices?

Yes, list the customer's delinquent invoices. Click to select Show Delinquent Invoices.
No, do not list the customer's delinquent invoices. Clear the Show Delinquent Invoices checkbox.