Exclude contacts paying by Direct Debit from your Aged Debtors report

TABLE OF CONTENTS

• Introduction
• Exclude contacts paying by Direct Debit from your Aged Debtors report

Introduction

You can manage the payment profiles that you include on your Aged Debtors report to only show non Direct Debit payment profiles.

Exclude contacts paying by Direct Debit from your Aged Debtors report

1. Go to the Fees>Debtor Management>Print Aged Debtors Report screen and set the range filters at the top of the screen.
2. Select the required report settings in the Report Filter Parameters pane.
3. In the Payment Profile panel, deselect All Payment Profiles and select the Other Only option, or select individual Payment Profiles as required.
4. Select the accounts to include and run the report as either a printed report or export to Excel.

For more information on producing your Aged Debtors report see the Engage Fees Collections guide Print Aged Debtors Report section.