When you are looking to see the total balances of how much each of your customers owes you and how past due their balances are, you will pull the Aging Summary Report.
To find this report toggle to the Reports Page > Billing Reports > Select "Aging Summary."
Once the report results appear on the screen you will have the option to download it to Excel. This report can be extremely helpful for collections. Users typically use this to make calls to customers with large balances or balances that are > 60 Days.
Updated: 2/2/25