The A/R Aging report displays aging information about the customer balances that make up the accounts receivable account, listing balances that are currently due, past due for 1 to 30 days, 31 to 60 days, 61 to 90 days, and over 90 days (after subtracting linked credit).
Go to Reports > Financial Reports > A/R Aging.
In the Filters section, specify the A/R Transaction Date, Revenue Site, Transaction Site, and/or any other details to filter the report, if necessary.
In the Options section:
To hide the individual transactions in the report and only show the total for each customer, select Summary Report.
To show transaction details in the report such as activity name and number, event name and permit number, membership package name and number, daycare program name and number, and/or customer and staff notes, select Include Transaction Details?
To show only retired or non-retired customers in the report, select the appropriate option from the Retired list.
Select checkboxes corresponding to the Report Modules to display charges for in the report.
Select the Output Type for the report.
Click Run Report.
Note: For complete descriptions of the options on this page, click here.
Running the A/R summary report
Running the A/R transactions report