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A/R Aging Detail Report

Overview​

The Accounts Receivable Aging Detail as of... report lists unpaid customer invoices by date ranges. This report is useful for determining which invoices were or are overdue for payment as of a certain date in time.

The 1-30 column contains invoices that are thirty days old or less, the next column contains invoices that are 31-60 days old, the column after that contains invoices that are 61-90 days old, and the final column contains all invoices that are over ninety days old.

You can filter the report down by invoice date ranges or by the as of filter.

Where is this report?​

  1. Find your Report Center tab and click into it
  2. The A/R Aging Detail as of... report can be found under the Customers & Receivables heading

What is the Actions button?​

Click the Actions button to mark unpaid invoices for collections. This gives all the unpaid invoices associated with that customer a label which says collections. It does not automatically send these invoices to collections, you will have to do that outside of ChargeOver.

Available columns​

  • Customer information
    • Address fields
    • Customer custom fields
    • MRR
    • ARR
    • LTV
    • Created - created date of customer Invoice information
    • Invoice ID #
    • Invoice #
    • Cycle
    • Service dates
    • Invoice custom fields
    • Address information
    • Billing address fields
    • Due date
    • Sub total
    • Taxes
    • Status
    • Total

  • of days overdue

  • Balance
  • Actions
  • Brand
  • Currency
  • Terms
  • Current - the balance that has been invoiced but not due yet
  • Amount overdue between 1-30 days, 31-60 days, 61-90 days & greater than 90 days

What your report might look like​

note

This report shows the status of invoices as of today, not as of a certain date in time. If you would like to see a report of invoices as of a certain date in time, otherwise known as an A/R as of... report, we can drop one in your account for you.