This report shows records of Customer balance and it opens invoices of all the customers. This report also shows from current, 1-15 days, 16-30 days, 31-45 days to >45 days. The aging 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 a specific dates, a month or even a year.
Steps to create the report
- Go to reports
- Click on Aging summary mentioned in Management reports
- Click on date range choose from the dropdown menu
- Click on generate Report to generate report
- Click on open to open as PDF.
- You can download by pressing on download icon
- You can edit the headers to your need
- See screenshot attached bill report with data