Accounts Receivable (A/R) Aging Summary

Updated 3 weeks ago

New Report!

This report shows the total accounts receivable aging for a specific customer, so you can see the total aging balance. From here, you can click the customer's username to see the orders and payments due or overpayments in the A/R Aging Details report.

This A/R Aging Summary offers more flexibility than the Statement of Account, which shows selected orders, by customer, with invoiced amounts and payments; balances of invoice payments due; and aged balances.

To access this report in SellerCloud, click Reports > Customers & Receivables > A/R Aging Summary.

Take a look at a sample grid report summarized by a customer (click image to zoom):

Click on the Summary report's Username to open that customer's A/R Aging Details, and drill down into each of their orders.

For answers to general questions about using SellerCloud's Financial Reporting Suite, see the Reports FAQs.

Choose your filters

There are numerous filters to include the data you want in your report. (Most filters offer single-choice and multiple-choice fields. See a generic example of both.)

After clicking Run Report to show aging totals, you can see each specific filter you applied. If a filter is not shown, you left it blank or chose All. Here's a common report filter.

The table below defines each of the filters.

FILTER

DESCRIPTION

Company

Include only the orders from one or more companies, or include orders from all companies.

Company Groups

Include only the orders from one group of companies, or include all orders.

*Only shown if you enabled the company group setting and grouped companies together. Learn how.

Channel

Include only the orders from one or more sales channels, or include orders from all channels.

As of Date

Choose the date on which to show the aging of payments due and overpayments.

Username

​Include only the orders for this customer (based on their username from their SellerCloud customer profile).

Only show wholesale users*

Include only wholesale customers in the report.

*If checked, will only show wholesale customers' username in the Username drop-down field.



About the grid data

Take a look at a sample grid report summarized by a customer username (click image to zoom):

Note: Negative amounts are payments due and positive amounts are overpayments.

You can export this report to a spreadsheet with additional data by clicking the Export to Excel icon. For more details, see About the spreadsheet data.

The table below defines each of these columns:

COLUMN

DESCRIPTION

Username

​Customer username from their SellerCloud profile.

Current

Total current balance.

1-30

Amount outstanding by 1 to 30 days.

31-60

Amount outstanding by 31 to 60 days.

61-90

Amount outstanding by 61 to 90 days.

>90

Amount outstanding by 91 days or more.

Total

Total outstanding amount.



About the spreadsheet data

Exported spreadsheets include more data than the grid report. Spreadsheets also let you manipulate data, such as filter within a column, sort with advanced parameters, etc. You can even create custom bar graphs and pie charts; for example, to show daily sales trends for a selected date range.

Take a look at a sample spreadsheet report (click image to zoom):

Note: Negative amounts are payments due and positive amounts are overpayments.

The table below defines each of these columns:

COLUMN

DESCRIPTION

User ID

Customer ID from their SellerCloud customer profile.

Username

​Customer username from their SellerCloud profile.

Current

Total current balance.

1-30

Amount outstanding by 1 to 30 days.

31-60

Amount outstanding by 31 to 60 days.

61-90

Amount outstanding by 61 to 90 days.

>90

Amount outstanding by 91 days or more.

Total

Total outstanding amount.


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