Watch the video or scroll down for step-by-step instructions.

Step-by-step instructions

1. Select Billing > Billing Reports > AR Aging Summary. 

2. Select any of the filter options to view a specific date range.

• Click and select from the dropdown to view by month, year, quarter, etc.

• Click and select from the calendar to customize the date range.

3. ​This report allows you to view current and overdue payments for all your clients

• The Current column shows the amount that’s owed but not yet overdue.
• The sliding scales show how far out payments are overdue. 
• The Total column on the far right gives you the combined amount of currently owed and overdue payments for each customer.

Last updated on October 31, 202