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.
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.
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. |
