Aging Report

The Aging Report shows all unpaid balances and puts them into different aging time slots depending on how long the balances have been unpaid. You can use the date that the invoice was created or the date the invoice payment was due to determine the "age" of each unpaid balance. In addition, you can organize the printed report to print the ages by date or by GL Posting Period.

Set up the report options and send the report to the printer.

Do this...

1. Open Connect Accounts Receivable > Reports > Aging Report.

2. Select a report title.

3. Select the report options.

4. Click Print (CTRL+P).

The report prints.

 

Age using

Use age using to set up the aging options. These options are located on the Age Using tab. For example, 30, 60, 90, 120, and 150.

How do you want to define the aging period?

  • Age based on days. Click Days. Then, enter the number of days in each aging period in Aging 1 to 5.

  • Age based on statement period. Click Statement Period.

What do you want to age?

  • Age based on the payment due date. The payment due date is the date when the account needed to be paid. Click Payment Due Date.

  • Age based on the invoice date. The invoice date is the records the transaction. Click Invoice Date.

Categories

A category is distinct class to which invoices, vendors, transactions, and so on may belong.

Do you want to include all categories?

  • Yes, I want to age amounts for all categories. Click to select Include All Categories.

  • No, I only want to age amounts for some categories. Click to clear Include All Categories. Then, click Select. Use the Selection form to move the categories that you wish to include on the report to the Selected Categories list. Click OK.

Include zero-balance customers

A zero-balance customer is a customer who has a zero balance on their account.

Do you want to include customers that have a zero balance?

  • Yes, include customers that have a  zero balance. Click to select Include Zero-balance Customers.

  • No, do not include customers that have a zero balance. Usually, this option is not selected. Click to clear the Include Zero-balance Customers.

Print

Use Print to select the information to print on the Aging report. The invoice detail includes the information saved on an invoice entry. The category summary is the aged amounts by category.

What information do you want to print?

  • Print the invoice detail. Click to select Print. Then, use the Print field to select Invoice Detail.

  • Print the category summary. Click to select Print. Then, use the Print field to select Category Summary.

  • Do not print the invoice detail or category summary. Clear the Print checkbox.

Report date

Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.

Do you want to use the current month end?

  • Yes, I want to use the current month end. Continue to the next step.

  • No, I want to use a different date. Change the Report Date, or click Advanced Options.

 

 

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