Hi Deb2424,
No, you're not missing any steps. I'm here to share some information about why some transactions show on the A/R Aging reports.
Upon importing the items, you've categorized them on the accounts receivable account. The system recognized and put them on the A/R Aging report.
On the other hand, when you didn't categorize them to their correct accounts, the system will enter them under the Undeposited fund's account, to which then you'll create a bank deposit.
As for the credits, it indicates that your customers overpay you. When this happens, you can use the credit toward an invoice or refund the customer. Here's an article as your guide: Handle customer credits.
Also, if you want to let your customers pay the invoices online, you can send online invoices. I've added this link as your guide: Take and process payments.
You can always get back to this thread whenever you need help processing payments. You can always count on me!
