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A/R Aging Summary Report

Overview​

The Accounts Receivable Aging Summary as of... report lists unpaid customer invoices by date ranges. It is useful to determine which customers currently have a balance.

The Current column contains invoices that are not past due, the 1-30 column contains invoices that are thirty days past due or less, the next column contains invoices that are 31-60 days past due, the column after that contains invoices that are 61-90 days past due, and the final column contains all invoices that are over ninety days past due. These columns are based on the Dates filter range, not the present date.

Where is this report?​

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

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
    • 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​