Accounts Receivable (A/R) Aging Details

Updated 3 weeks ago

New Report!

This report shows all the accounts receivable aging, by order, for all customers or a specific customer. From here, you can open specific orders.

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

Take a look at a sample grid report for all customers (click image to zoom):

By default, the grid report is grouped by Username with the grid's rows expanded to show each user's details, including clickable orders, but you can collapse each username by clicking their down arrow at far left.

You can also use the collapse-all feature (click the top arrow to the left of the Username column) to quickly see Totals for all users. Show me.

You can also ungroup the view by clicking the Username's context menu > Ungroup.

For the report summarizing the total accounts receivable aging only for a specific customer, see the Accounts Receivable (A/R) Summary.

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 aging of payments due and overpayments.

Username

Include only the orders for this customer (based on their username from the SellerCloud customer profile), or include orders for all customers.

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 for all customers (click image to zoom):

Note: Positive amounts are payments due and negative 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.

Customer

"Sold To" customer name on an order.

Business Name

Customer's business name on an order.

Order #

The unique order identification number in SellerCloud.

Order Date

Date the order was placed.

Ship Date

Date the order was shipped.

Company

Company name.

Channel

Source of the order.

Channel Order #

The unique order number from the channel.

Terms

The credit terms on the order.

Due Date

Date the payment is due, based on the order's credit terms.

Aging

Total number of aging days from the orders' payment due date.

Open Balance

Total open balance of payment(s) due or overpayment(s) made.



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: Positive amounts are payments due and negative 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.

Customer

"Sold To" customer name on an order.

Business Name

Customer's business name on an order.

Order #

The unique order identification number in SellerCloud.

Order Date

Date the order was placed.

Ship Date

Date the order was shipped.

Company

Company name.

Channel

Source of the order.

Channel Order #

The unique order number from the channel.

Terms

The credit terms on the order.

Due Date

Date the payment is due, based on the order's credit terms.

Aging

Total number of aging days from the orders' payment due date.

Open Balance

Total open balance of payment(s) due or overpayment(s) made.


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