Collection Summary report

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The Collection Summary report provides a summary of receipts collected, how they were applied (invoices, debit memos, service charges, or unapplied), and average number of days to collection, to help you determine a client’s payment habits.

To view and print the Collection Summary report, choose File > Print Reports. In the Print Reports screen, click Collection Summary in the available reports pane and then click the Select button.

This report includes the following information for the date range that you specify.

Example Example 1
Receipt / date Invoice / date Number of days
5/31: 500.00 4/30: 500.00 31
5/31: 250.00 3/31: 250.00 61
5/31: 250.00 2/28: 250.00 92
Total average days to collection: 61
(184/3)
Example Example 2: partial payment
Receipt / date Invoice / date Number of days
5/31: 100.00
6/30: 900.00
4/30: 1000.00 31
61
If the date range
in the Detail line
of Report Options is:
5/1–6/30 Total average days to collection: 46
(92/2)
6/1–6/30 Total average days to collection: 61
5/1–5/31 Total average days to collection: 31

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