Accounts Receivable Aging Summary

The Accounts Receivable Aging Summary report showcases customers with overdue balances.

To View the report

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

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

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

4. Click Run Report.

Let's delve into the various components of this report

Component	Description
Report Period	Specifies the period for which the report is generated.
as of	Indicates the date the report is based on.
Days per aging period	Defines the duration of each aging period, such as 1-30 days, 31-60 days, etc.
Number of periods	Specifies the total number of aging periods included in the report.
Customer	Name or identifier of the customer for whom the aging summary is generated.
Name	The name of the customer.
1-30	Total outstanding balance for invoices overdue by 1-30 days.
31-60	Total outstanding balance for invoices overdue by 31-60 days.
61-90	Total outstanding balance for invoices overdue by 61-90 days.
91 and over	Total outstanding balance for invoices overdue by 91 days or more.
Total (USD)	The total outstanding balance across all aging periods, expressed in US dollars.

1. Clicking on the customer's name will take you directly to their corresponding contact entry in the contact module.

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