Accounts receivable aging detail

The Accounts Receivable Aging Detail report in CargoBooks provides a concise breakdown of outstanding invoices by their overdue periods.

To View this report

1. Navigate to the left sidebar and click on Reports.

2. Under the Receivables section, select Accounts Receivable Aging Detail.

3. Choose the Report Period, aging period, number of periods, and customer.

4. Click Run Report.

Let's explore the different components of this report

Component	Description
Date	The date of the transaction.
Past Date	Number of days the transaction is overdue.
Transaction Type	Type of transaction (e.g., invoice, payment).
Transaction	Unique identifier or reference number for the transaction.
Reference	Additional reference or details associated with the transaction.
Shipment	Details of any shipment or delivery associated with the transaction.
Customer	Name or identifier of the customer associated with the transaction.
Statement	Indicates whether the transaction is included in a customer statement.
Due Date	Date by which the payment for the transaction is expected.
Past Due	Number of days past the due date.
Amount (USD)	Amount of the transaction in US dollars.
Open Balance	Remaining balance of the transaction that is still outstanding.

1. Hovering over and clicking the specific shipment and contact will lead you to the corresponding entry in the freight module for the shipment and in the contact module for the contact.

2. You have the option to export the report in CSV, Excel, or PDF formats for convenient offline access.