Aging Report

Aging report holds the details of invoices that are unpaid, it could have exceeded the due date or have time to pay the due.

The details are listed based on the report selected,

Kind of Reports

• Ageing Report
• Ageing Detail

Report Date

It Specifies the period till when the report needs to be fetched.

Interval

Based On

Invoice Date: Report will be based on Invoice Date

Due Date: Report will be based on Due Date

Interval Field Concludes the number of sections/intervals to be fetched in terms of 30 days

Possibilities Of Selection

Possibility 1

**Customer --> Select All Customers **, then you will get a detailed report of each and every customer as a list.

Possibility 2

Customer --> Select Particular Customer then you will get a detailed report with respect to the selected customer.

Note: Click on Invoice count to view the details of pending invoices in respect to the customers (period wise).

Click on the Invoice amount, to navigate to the Ageing Details.

Ageing Details

In the Ageing Details tab, you can view the detailed information of the Ageing Report.

Advanced Features

PDF and Email Features are given as one of the columns available with each customer.

Print option is available on the top. Moreover, within the Export As feature, you have the option to copy and export the data in both CSV and Excel formats.

Show Total Only can be enabled if you do not want other columns to be noticeable on the page.

Hide the filters available on the top of the page by clicking on the filter seen next to Show total only Feature.

Overview

Overview brings the Overall Status of a Particular Customer Selected.

A dropdown option is provided at the top of the page wherein you can select the customer you want to review.

Once the customer is selected, you can review the following things,

• Basic Details of customer along with their contact information
• Number of Invoices with respect to its status.
• A graph to analyse the credit, debit and total amount of the respective customer.
• Number of Jobs along with the status.
• Revenue, Cost and the profit earned from the customer.
• List of Suppliers along with the Invoice and Invoice amount.

Updated on: 24/06/2024