RTO Pro Help File

On Screen Account Report Options

On Screen Account Report Options

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On Screen Account Report Options

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Below are the definitions for the highlighted sections on the sample report below.

(1). Select "Yes" if you want to begin a search for overdue customers. See note below about billing.

(2). Selecting "No" will bring up the report from the previous day, if there is one.

(3). You may choose to select a specific customer zone to show on the report. If you leave this blank, all zones will display.

(4). Check this box if you want to display customers who are due today.

(5). Check this box if you want the report arranged by least late customers first. If left unchecked, customers will be arranged by most late to least late.

(6). Select any ratings or statuses you wish to include in report.

(7). You may choose to run a report for a specific salesman's customers only. If you leave this blank, all customers will display.

Hit Enter to start report.

Watch a demo video on our website on using the OSAM.

on screen account manager final

NOTE: If you select YES a search for overdue customers will begin. If the billing is due to be run you will be prompted to Run Billing For [7] Days, [7 is the default] and Bill Customers [14] Days Before Due [14 is the default]. The first part is for how many days you want to run billing the default of 7 would mean that you only would run billing once a week. The second part of this is for how many days before due to bill the customers. To change either one of these just put in the new figures and push ENTER, the new settings will be saved and will be the default the next time billing is run. To skip billing just push ESC.

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