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How do I see what each customer owes and how old it is?

For ages, open Customer Aging (by customer) or Customer Aging on Invoice (by invoice) with an Aging Period and Till Date. For balances, Customer Trial Balance or the Customer Trial list. For one customer's movements, Customer Ledger or the Customer Statement to send to the customer.

Screen
Accounts Receivable › Aging, Customer Ledger, Customer
Who
Credit controller, accountant
Takes effect
Immediately
Needs first
An Aging Period

Steps​

  1. Customer Aging: pick the Aging Period and Till Date; optionally Customer Group, Auto Knock, Required Weighted Average Days, View On Customer Currency.
  2. Customer Trial Balance (report): Date From, Date To; optionally Account, Customer, Posting Status.
  3. Customer Statement (report): Customer, Date From, Date To. Print or Share.
  4. Customer Balance Confirmation: Customer and Till Date, for audit confirmations.

Check it worked​

  • Compare the aging total with the customer receivable account's balance on the Customer Trial Balance at the same date.