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Understanding the Aged Receivables Report

Aged Receivables shows your open customer invoices grouped by ageing bucket as of a date you choose, so you can track late payers and unpaid balances at a…

Steps

  1. Go to Reports, then click View report under Aged Receivables (in the Customers section).
  2. Set the As of date for the snapshot.
  3. Choose an Ageing Basis from the dropdown - Due Date is the default.
  4. Click Update Report.
  5. Review the Summary cards - Not Yet Overdue, 30 or Less, 31 to 60, 61 to 90, 91 or More, and Total Unpaid - each showing a dollar total and invoice count.
  6. Scroll down to Customer Detail and click a customer's row to expand and see each unpaid invoice's original, paid, and outstanding amounts.

Good to Know

Related Articles

  • Understanding the Income by Customer Report
  • Understanding the Aged Payables Report

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