Using the Customer Aging Summary

The Customer Aging Summary helps you track overdue payments and manage credit risk. Learn how to use this report to improve your receivables management.

1. Go to the 'Reports Module' and select 'Customer Aging Summary.'
2. Set the aging intervals (e.g., 0-30 days, 31-60 days).
3. Filter by customer, outstanding amount, or due date range.
4. Analyze overdue payments categorized by aging intervals.
5. Export the report to follow up with customers on overdue payments.
6. Use the report to adjust credit terms or identify payment trends.

• Go to the 'Reports Module' and select 'Customer Aging Summary.'
• Set the aging intervals (e.g., 0-30 days, 31-60 days).
• Filter by customer, outstanding amount, or due date range.
• Analyze overdue payments categorized by aging intervals.
• Export the report to follow up with customers on overdue payments.
• Use the report to adjust credit terms or identify payment trends.