This report shows records of Customer balance and it open invoices of all the customers. The aging details also show from transaction #, status, customer name, and age. This report will be helpful in identifying the aging of the customer balances.
This report can created in three different sections they are Current, Previous and Custom. In current, reports can be created by using Today, Current Month, Current Year, Current Quarter and Previous, reports can be created by using Yesterday, Previous month, Previous Year, Previous Quarter. Using Custom to create the report for specific dates, a month or even a year.
Navigation
- Click on reports and then management reports
- Click on customer aging details
Customer Aging Details Report
Create the Report,
- Go to Reports
- Click on Aging Details mentioned in Management reports
- Click on date range choose from the dropdown menu
- The report can also be filtered by tags
- Click on tags and select the tags from the dropdown
- Click on generate Report to generate the report
- Click on open to open as PDF.
- You can download by pressing the download icon
- You can edit the headers to your need
- See screenshot attached bill report with data
