In this article, you will learn about
- What are the ageing summary reports
- How to use the ageing summary report
- Export ageing summary report to PDF or to CSV
- Answers to some common questions about ageing summary report
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Using the ageing summary reports
The Ageing Summary report shows a list of shippers and the outstanding amount. The list shows the debtors with their respective credit limit, the outstanding balance, and the percentage.
Click on Reports in the navigation. In the expanded view, click on Ageing Summary.
The Ageing Summary page shows you a list of debtors.
In the list, click on any debtor name. It takes you to the Ageing Details report of that debtor, for example as below.
(Please see Ageing Details report for more details.)
In the Ageing Summary report, see the following details for each record in the list.
- Customer Name: The debtor name.
- Credit Limit: The credit limit that is set for the corresponding customer.
- Total Balance: The total balance that is outstanding for this customer.
- Percent: The percent of outstanding amount for this customer.
- 1-30 Days: The amount that is overdue now by 1 to 30 days.
- 31-45 Days:
- 46-60 Days:
- 61-90 Days:
- 91+ Days:
- Latest Note:
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Using Search
Search the ageing summary for a specific debtor. In Search by company name, write the company name that you want to search. Denim shows the matching company name, as below.
Click on the name and the list updates to show the matching company record only.
Click on the Reset icon to see the complete list of all records.
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Export ageing summary report to PDF of CSV
Click on the Export button. There are two options to export the ageing summary report.
- Export to PDF: Select this option to export the ageing summary to a PDF document.
- Export to CSV: Select this option to export the ageing summary to a CSV file.