Reports for Accounts Receivable

Hey there, @shawn.

I hope your week has been great so far.

The Accounts Receivable (A/R) Aging Detail report shows customers' unpaid invoices by periodic date ranges. This report makes it easy to look at which customers owe money and how behind they are on payments.

The closest way to get your desired report is to run the Customer Balance Detail report. This report provides detailed information on what you owe customers and what they owe you. It includes customers' invoices, payments, and credit memos. You may add the Paid and Due Date columns to know which transactions are paid or not and when they'll fall due. 

Here's how:

1. Go to the Reports menu.
2. Select Customers & Receivables and choose Customer Balance Detail.
3. Click on the Customize Report button.
4. Modify the reporting date range.
5. In the Columns search field, type in Paid and select it. Then, do the same for Due Date.
   
   
6. Hit OK.

Additionally, these resources help you fix A/R balance issues and write off uncollectable balances:

• The AR balance on the Chart of Accounts does not match the AR balance on reports
• Write off bad debt

Please let me know how these steps help you or if you have any follow-up questions. I'll be here if you need further assistance. Have a wonderful day

Thank you.

Hello, shawnnaking!

I'll be happy to inform LieraMarie_A about your thank-you note. Keep posting concerns here, so we can assist you in any way we can. Take care and good night!