Overview

Excerpt
The system allows generating an Aging Details Report according to the filters selected. To do so, follow the next steps:

Ui steps

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Ui step
Go to A/R>>Aging/Statements.

Ui step
Use the availability filters and click on Search. Remember to select the As Of, meaning that the system will not take into account payments generated after that date.

Ui step
This report can be generated in Excel or PDF. In any case, the system will ask users to enter the email where the report should be sent. Notice that the system also gives you the option to exclude one or several customers from the report.

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Aging Details Report in Excel: This report will be sent in .xlsx format. The system will include the Grand Total at the end of the report, including the sum of all the customers aging for each month and the percentage of the Total Balance that corresponds to each period. Download here an example of this report.
Aging Details Report in PDF: This report will be sent in a PDF file and will contain information such as Total Amount Due, Credit Limit, and Total Aging Percentage for each month. The system will also include the Grand Total at the end of the report, including the sum of all the customers aging for each month. Download here an example of the Aging Report in PDF.

Info

title	Invoices Reopened

Invoices reopened due to NSF will be identified as RO-NSF, next to the invoice number.

Panel

title	Related Articles

Filter by label (Content by label)

showLabels	false
max	10
showSpace	false
sort	title
cql	label in ( "aging-statements" , "statements-per-customer" , "aging-screen" , "statements" )

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