Accounts Receivable (A/R) Aging Summary

Overview

In this article, you will learn about Sellercloud’s Accounts Receivable (A/R) Aging Summary. This report shows the total accounts receivable aging for a specific customer, so you can see the total aging balance.

Accounts receivable aging is a method used to track and manage unpaid invoices from customers. It involves organizing unpaid invoices by the length of time they have been outstanding. The purpose of this report is to identify overdue invoices and which customers are most likely to pay or not pay.

You can see the following:

  • Accounts Receivable Aging Ages (1-30, 31-60, 61-90, over 90).
  • Financial Information Current and Total.
  • Customer Information – Username and Business Name.
For more information about Sellercloud’s Financial Reporting Suite, see the Reports FAQ.

Access and Customize the Report

To use the report, follow these steps:

  1. Navigate to Reports > Customers & Receivables > A/R Aging Summary.
  2. Set up the Default and Custom filters to have the report show precisely what you need.
  3. Click Search. Each filter you apply gets highlighted in a different color. If a filter is gray or not displayed at all, it’s not active.
  4. To manage the columns in the report, click the three dots icon on the top right and select Customize Columns. You can:
    1. Reorder columns by dragging them up or down in the list;
    2. Hide columns by clicking the Trash icons;
    3. Add columns by clicking Add column.
  5. To sort the data differently, use the Sort by menu.
  6. To save your filtering and sorting options, click Save view, type a Name and click Save.
  7. To export the full report to a spreadsheet, click Actions on the bottom right and select Export to Excel. Spreadsheets include all columns, including those hidden in the report.

Filter and Column Definitions

Click the drop-downs below for filter and column descriptions.

Default Filters
FILTER DESCRIPTION
Company Include only orders from one or more companies.
Channel Include only orders from one or more sales channels.
As Of Date Select a date from which to show the aging of due payments and overpayments.
Custom Filters
FILTER DESCRIPTION
Company Groups Include only orders from one or more company groups.
Saved Customer Search Filter by a previously saved customer search.
Username Include only orders for a specific customer by their Sellercloud profile email.
Report Data
COLUMN DESCRIPTION
Username Shows the customer’s Sellercloud profile email address.
Current Shows the total current balance.
Age Shows outstanding amounts by specific time ranges: 1-30, 31-60, 61-90, >90.
Total Shows the total outstanding amount.
Business Name Shows the name of the customer’s business.

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support