The Clients group box on the Options tab of the Collections Report lets you specify which clients you want included on the report. The following options are included in this group box:

Include clients that are more than # days past due
The aging periods defined on the Options tab in Customization will be included in the drop-down list. Select "0" (zero) if you want all clients to print, or select the minimum age of past due clients that you want included on the report. For example, if you select "60", only those clients with past due amounts 61 days or older will be selected.

      and amount past due is at least $xxxx
0.00 - 99,999,999.99. Negative balances are not allowed. This option is available only if the above Include clients that are more than # days past due has an aging period other than 0 specified. If you specify a dollar amount in this option, the client will be selected only if the past due amount for the above specified aging period and later aging periods is equal to or greater than the specified amount. For example, let's say a client has $200 past due 91 days and $200 past due 121 days. If you specify 90 days for the above option and $300 for this option, the client would be selected because the balance due that is 91 days and greater is $400, which is more than the $300 minimum amount specified. A popup calculator is available when editing this field.

      and total balance due is at least $xxxx
0.00 - 99,999,999.99. Negative balances are not allowed. If you specify a dollar amount in this option, the client will be selected only if the client's total balance due is equal to or greater than the specified amount. For example, if you enter 500.00, then only clients who have $500.00 or more in accounts receivable will be included on the report. This feature makes it easy to filter clients with larger accounts receivable balances. A popup calculator is available when editing this field.

Only include clients that have no payments in the last xxx days
Maximum of 3 digits (0-999). If you enter "0," no clients will be excluded from the report based on their last payment date. Enter a number from 1-999 if you want to exclude clients from the report that have made a payment within the specified number of days. For example, if you enter "90," all clients who have made a payment in the last 90 days before the report date will be excluded from the report. Only clients who have a balance and have not made a payment in the last 90 days will be included on the report. A popup calculator is available when editing this field.

Note: This option is quite useful for printing a report of clients with aged receivables who have not been making payments. The example above would yield a list of all clients who have a balance due who haven't made a payment in three months.

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.