Aged Receivables

The Aged Receivables report is a summary of all outstanding Sales Invoices (and Credit Notes, where applicable) for the Organisation at a point in time. The information is displayed in specific aged brackets in each column.

View the Aged Receivables report

To view the Aged Receivables report, navigate to the Reports tab, and then click the Aged Receivables link on the left hand side of the page.

Report parameters

• Date:  The point in time at which the report will be run.
• Due Date / Transaction Date: Choose from the drop-down list to view the ageing by Transaction Date or Due Date. 

Once the parameters have been chosen, click the Refresh button.

The current report can be exported at any time by clicking the Export Button.

The overall total should agree to the balance of the Accounts Receivable account on the date specified. It is good practise to check this periodically against any one of the Balance Sheet, Trial Balance or Period Balance reports for the same date.

Summary vs Detail view

By default, the Aged Receivables report displays information on an aggregated basis; i.e. the ageing for each Customer is shown as a total. It is also possible, however, to display the information in more detail, so that the ageing for each invoice or credit note is shown individually - this is achieved by clicking the Display Detail button. You can revert back to the Summary view at any time by clicking the Display Summary button.