My accounts receivable aging report is not aging correctly. I have some customers set at Net 45 and they either age at 30 days or just a few days after the invoice date. How do I fix this?
Open the Lists menu > Customer & Vendor Profiles, the submenu, the Terms List. Edit that Terms to see if it is Define to what it is Named.
Now edit and confirm that Customer has this as their Default.
Edit your invoice Template to confirm no one relabeled the Field you are seeing that seems to be Due date, to confirm they didn't mess up what you think you see with the functional aspect that the program is using.
Now edit their invoice to confirm the Terms is assigned here; that's how the program uses it to set the Due date. Or, you set it manually. Or you select the Terms Manually.
And nothing updates Existing invoices automatically. If you find setup errors or overlooked selections, you also Update the invoices.
Which part doesn't work?Why are you Filtering an aging report? It will already show what you asked, if you use "AR Aging Summary" or "AR Aging Detail." At the top, you can change the increments, but they start at 30-day increments, so there is no need to Filter.