Aging and Accounts Receivable Reports

Resolution

There is a large set of standard reports that you can run to identify invoices that are overdue, with a variety of detail levels, groupings and filters.  You can also search for this information in several selectors and export or email based on the results.

Reports

Go to Reports > Revenue Reports > Accounts Receivable Reports.  All of these reports look for any invoice that has an outstanding balance on any line item.  You can hover over each of these reports for a brief description of the specific criteria and level of detail displayed on each report.

To print open invoices for a certain aging period, go to Reports > Revenue Reports > Invoice Reports > Open Invoices by Aging Period.

Invoice Selector

Go to Revenue > Select Invoices (in the browser version).  Choose any of the criteria listed in the first three tabs, explicitly indicating at least one Aging period (including All Open) in order to filter to only unpaid invoices for your search. You can then export or print the results in the Actions dropdown. Click here to learn more about how to use this tool.

Profile Selector

Go to Profiles > Select Profiles, and click the Common Data Views tab.  In the dropdown, choose the aging period you want to find as well as whether you want to see all invoices or only dues invoices, then click Run Data View.  NOTE: this option only allows you to find profiles based on their invoice status.  If you need to see invoice data displayed in your results, use one of the first two options above.

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