AR Aging with Payments

General Information

Default Menu Location Reports >> Accounts Receivable >> AR Aging with Payments

Function The AR Aging with Payments report displays the AR Aging with a Payment/Adjustment/Credit History for each invoice.

Report Filters

Customer No/Company: Enter a Customer Number or name to run the report for only one customer, otherwise leave these fields blank.

Age From: The report can age the invoices from Invoice Date or Due Date.

Project ID/Project Name: Enter a Project Number or name to run the report for only one project, otherwise leave these fields blank.

Invoice Status: Choose an invoice status, or select All to see all invoices.

Salesperson: Choose a salesperson to run the report for only one salesperson. This filter is applicable to the salesperson listed on the invoice.

Account Manager: Choose an account manager to run the report for only one account manager. This filter is applicable to the account manager listed on the invoice.

Paid Within: Enter a number of days of payment/adjustment/applied credit history.

Show Zero Balances: Check this box to display invoices with zero balances on the report.

Deposits Only: Check this box to display invoices that only have deposits on the report.

SO Type: Select a Sales Order Type to filter the report by.

Aging Groups (Days): Number of days for the different groups on the report.

Standard Report Fields (Header)

The report forms are different for every customers, although some basic fields are the same. The following is a list of some report expressions:

Customer: The Company's name and customer's number.

custno + company

Customer Total: The total for the customer.

balance

Report Total: The total for the report.

balance