Software Support Pages https://www.magicsupport.co.uk/wiki/ 2026-05-13T11:57:43+00:00 https://www.magicsupport.co.uk/wiki/ https://www.magicsupport.co.uk/wiki/lib/exe/fetch.php?media=wiki:dokuwiki.svg text/html 2024-08-24T08:30:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.magicsupport.co.uk/wiki/doku.php?id=automagic:accounts:aged_balances&rev=1724488248&do=diff Account Balances The account balance is updated every time an invoice, credit note or payment receipt is added to a customer's account. How are the aged balances calculated? The aged balances are running balances on the customer account. They are not related to the reconciliation process therefore, in general text/html 2025-01-23T23:36:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.magicsupport.co.uk/wiki/doku.php?id=automagic:accounts:credit_control&rev=1737675391&do=diff Credit Control How do I set a credit limit on a customer account? Select Customer, Accounts from the main menu bar. Highlight the customer and press the Edit button on the toolbar. Set the field called limit, to the credit limit of the customer. How do I set the Max Age for an account customer? text/html 2018-09-18T11:17:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.magicsupport.co.uk/wiki/doku.php?id=automagic:accounts:freeze&rev=1537269474&do=diff Freezing or stopping customer accounts Freezing customer accounts will stop new invoices from being made on the account. It is still possible to make credit notes and payment receipts on a frozen account and all other account functions work as normal. text/html 2022-10-14T20:52:45+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.magicsupport.co.uk/wiki/doku.php?id=automagic:accounts:reconcile&rev=1665780765&do=diff Reconciling Customer Accounts. Customer accounts need to reconciled on a regular basis. In AutoMagic reconciliation is the process of matching invoices with their corresponding payments and credit notes. The overriding principal being that debits and credits must total to zero