Fluidly allows users to export an Excel download containing a breakdown of their ledger, arranged on a customer by customer basis. This report can be accessed on the Overview page using the download button within the Aged debtors graph.

We often see this report shared internally within collections meetings, or with clients if handling credit control on their behalf.

Alongside invoice information, the report combines inputs from Fluidly such as customer credit limits and any notes that have been made about a particular client. The report will include any 'pinned notes' and any notes made about a particular customer or customer invoice in the last 30 days.

Credit notes and overpayments are also included within this report.

Building extra reporting capabilities into the product is ongoing, but please do send any thoughts or suggestions to support@fluidly.com.

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