Customer Outstanding Receivables Summary/Details Aging Report

Go to Finance → Reports to generate the Customer Outstanding Receivables Summary Aging Report and the Customer Customer Outstanding Receivables Details Aging Report.

Summary Report

Select Customer Outstanding Receivables Summary Aging Report from the list under Accounting.

Enter in the Customer/Shipper and then click Submit. The report will show on the screen with information about outstanding receivables for the selected customer.

To export the report to a pdf, click the Export to PDF button and the pdf will be automatically downloaded. 

To export the report to a csv, select the delivery method. Selecting the email option will send the report to your email while the mailbox option will deliver the report to your mailbox which is accessible from the top menu. Click Export CSV and the report will be sent to the selected option(s).

Details Report

Select Customer Outstanding Receivables Details Aging Report from the list under Accounting.

Enter the Customer/Shipper and select the delivery method. Selecting the email option will send the report to your email while the mailbox option will deliver the report to your mailbox which is accessible from the top menu. Click Submit and the report will be sent to the selected option(s).