Statements not Aging


If you are unable to age your statements, it is likely because either your System Options are not setup with a minimum default payment, or the customer has a minimum payment of 0.00 on their account.

As a first step, you will want to check your System Options. To do so:

  1. Navigate to Administrative > System Options > Store Charge Options.
  2. Find both options labeled Minimum Payment (Percentage or Dollar Amount).

     

    If you do not have a minimum payment set, then the aging columns will not populate to show past due balances as we can not calculate balances.

    If you do not charge a minimum payment, the aging columns will just show zeros.

 

After verifying your System Options, the next step is to verify from the customer record as customers can also have their own minimum payments.

To verify payment options from the customer record:

  1.  Go to Customer > Find.
  2. Pull up the customer record for your customer.
  3. Visit the Options tab to see customer's Minimum Payment settings.

 

 

Updated on Mon, 30 Aug 2021 by Angela Chiaravalle

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