The Customer Debit Lifetime is an account statement for your customers on Rewaa. It details all transactions between you and your customers, allowing you to track payment dates and outstanding amounts for specific time periods.
Accessing the Report
Navigate to: Reports > Sales > Customer Debit Lifetime.
Click on the report to view its details.
The report displays all details. You can search by customer number, customer tax number or filter and sort the results.
Report Overview
The report is divided into two sections:
Payment Summary: Summarizes payments based on the time period or filters applied.
Customer Payments by Period: Provides detailed payment history for the specified period.
Report Details
You can view the following information:
Customer Name
Customer Tax Number
Sales (Tax Inclusive)
Paid Amount
Unpaid Amount
Aging of Unpaid Amounts:
Amount due within 1-15 days
Amount due within 16-30 days
Amount due within 31-60 days
Amount due within 61-90 days
Amount due for more than 90 days
ℹ️ All amounts in this report include applicable taxes.
ℹ️ The table contains multiple columns and data. Use the scroll bar at the bottom of the table to view all columns.
Exporting the Report
To export the full report details, click on "Export" and choose (xlsx). An Excel file will be downloaded to your device, and you can view it once the download is complete.
To export only the report summary, select (Summary xlsx). An Excel file will be downloaded to your device, and you can view it once the download is complete.
FAQs
1- How can I find invoices that a customer hasn’t paid?
Navigate to Sales & Customers > Customers.
Search for the customer’s name.
Click on the settings icon (⚙️) and select Receive Debit.
A list of unpaid invoices will appear, showing the invoice amount, amount paid, and outstanding balance. For more details on receiving payments, click here.
2- Can I control user access to this report?
Yes. Go to Settings > Users > ⚙️> Edit User.
Under User Permissions, navigate to Reports > Report List > Enable Read.
Navigate to Sales Reports > Customer Debit Lifetime > Enable the appropriate permissions for the user.
Click Save Custom User to apply the changes.