Aging Report

Aging Report

The Aging Report allows unpaid balances to be monitored through age and account status'. The page can be pulled up by clicking on the reports tab on the side bar and clicking on the Aging Report. The side menu can be expanded by clicking on the three lines on the top left corner of the page for easier readingmenu of the menu.access. Once pulled up, you can see the total balance for all accounts,accounts will be shown. The balances are then seperatedbroken down By Account Status and By Age for the customers in balancesthe byfollowing

• By Account

  • Active
  • On Hold
  • In Collection
  • Inactive
  • Terminated

• By Age

  • 0-7 Days
  • 7-14 Days
  • 14-28 Days
  • 28-56 Days
  • 56+ Days

Below that, a table will be generated with each customer as a line item with the following columns

• Account - Displays the account status',number
Active,
• Customer On- Hold,Displays Inthe Collections,Customers Inactivename and Terminated.city
Next
• Status - Displays the reportcustomers showsstatus
balances by Age, so balances from 0-7 days, 7-14 days,
• Phone - 14-28Displays days,the 28-56customers daysphone andnumber
56+
• Email days.- TheDisplays Reportthe itselfcustomers email
• Description - Displays the service performed
• Posted Date - Displays the date the invoice was posted
• Days Old - How old the invoice has columnsbecome
that show Account Number, Customer Number, Status, Phone Number, Email, Descriptions, Posted Date, Days Old,
• Age Bucket and- The Age bucket the customer falls under
• Unpaid Amount.Amount This- reportThe total amount that has not been paid by the customer

The table can alsobe befiltered by clicking on a balance under by Account Status or By Age. The table will then only show customers who fall within the selected balance. The page can then exported into document format for easyeasier printing or sharing by clicking on the Export CSV andButton. selectingEither weatherthe toselected Export all and weatherbalance or noteverything tocan includebe lineexported itemsby clicking toggling "Export all." The exported page can also display Line Items by toggling "Include Line Items."