Where do I find a list of customers with balances owing or unapplied credits?

Question

Where do I find a list of customer profiles with outstanding balances owing or unapplied credits?

Answer

Review unpaid invoice balances along with the duration for which they’ve been outstanding with the Aged Receivables Summary. This helps identify customer profiles with unpaid balances and allows you to keep on top of slow paying clients.

To generate the Aged Receivables Summary, follow these steps.

1. Select Reporting (Beta) > Report List. Select Customer A/R.
2. Select Aged Receivables Summary.
   
3. Enter the Cutoff date and select Submit.
   

     Heads up

   The Cutoff date is not an As at date. Entering 09/30/2022 excludes balances incurred after 09/30/2022. Receivables incurred before the cutoff date are segmented into 30 day buckets based off today's date.

Frequently asked questions

1. How do I determine if customers have unapplied credits?
   Negative numbers in the Balance Owing column represent unapplied credits.
   
2. When I run the Aged Receivables Summary as at X date, its not picking up anything in 0-90 days. Is it broken?
   The Aged Receivables Summary uses a Cutoff date, not an As at date. Entering 09/30/2022 excludes balances incurred after 09/30/2022. Receivables incurred before the cutoff date are segmented into 30 day buckets based off today's date.