Preparing an Accounts Receivable Aging Summary Report

The accounts receivable aging reports provide insight into how timely your customer payments are received. The aging summary report shows outstanding balances arranged by customer name and divided into time periods: amounts due currently, 1–30 days overdue, 31–60 days overdue, 61–90 days overdue, and more than 90 days overdue.

Prepare an Accounts Receivable Aging Summary Report

Select Customers & Receivables from the Reports menu.

Select A/R Aging Summary from the side menu.

You can change the interval from 30 days to 60 or whatever is more common in your business.

Select how many days overdue to include in the report. If you select 120, for example, with a 30-day interval, the report displays a new column for 91–120 and then a column for >120.