Aged Receivables Summary

The aged receivables report provides a summary of outstanding sales invoices by age of invoice.

The report is also used by management, to determine the effectiveness of the credit and collections functions.

• Go to Menu Accounting → Report → All Reports

• And go to Aged Receivable Summary

• The report is sorted by customer name, with the sum of the invoices, grouped by the period specified (30 days and 3 periods are set by default) .

• Date : Select the end date.
• Contact : Can be able select to see only one contact or leave it blank to see all the contacts.
• Period Day : select how you want to group by days, in reverse from the Date selected.
• Number of Periods : The number of periods you want to group.

• Run Report (should be clicked  to generate the report)
• Export XLS (and Excel file will be generated)

• After you click the run Report, you will see the result as below.

When click drill down, the system will go to Aged Receivables Details

• When Export XLS you will see the following format.