The FG Receivables Manager can quickly generate a list of your customers based on chosen criteria (e.g. total amount due, days past due, etc.) and organize that list by various details.
Step 1. Navigate to the Customer Page.
a. From the FG Receivables dashboard select Customers in the top left corner of the screen.
Step 2. Filter Your Customers.
a. To sort all of your customers:
1. Select the arrow in the Sort by box.
2. Select how you would like your customers to be organized from the drop down options.
b. To sort a select group of your customers:
1. Select the parameters for the customers you would like to view from the list on the left side of the screen, i.e. Total due, Total overdue, and Days past due.
2. Select the arrow in the Sort by box and select how you would like this group of customers to be organized, e.g. Name, Total Past Due, Total Due, etc.