What is the Aged Debtors report?

The aged debtors report provides a list of customers that owe payment in their account according to the filters which you apply.

Simply put, the aged debtor report provides a detailed list of which customers (debtors) owe money. It can be issued at any given time to gain an overview of when payments were expected, how overdue they are, and which customers might need a little reminder.

The aged debtors report is broken down to provide you with clear answers regarding not only how much each customer owes, but also which customers owe your business the most money, how long each customer has owed money (up to 90 days) and also what the outstanding amount is for.

You can find the aged debtors report under Reporting / Standard Reports in the Administration Category. The following criteria are available for this report.

• Cutoff By Document Date. The report will include any unpaid invoices generated up to or including this date. This allows future dated invoices or recently issued invoices to be excluded from the report.
• Exclude Documents Due After. Any invoices due after this date will not be included in the report.
• Do you wish to exclude Invoices which have all Service Start Dates starting after the Document Date Cutoff? Invoices within MemNet have a service period associated with them, for subscription invoices, this is the period of membership that the invoice covers. This criterion allows you to exclude any invoices that have a service period beyond the document cutoff date.
• Only Print Overdue Invoices? If the date criteria above would allow invoices that have not yet reached their due date to be shown, this option allows you to include overdue invoices only.
• Only include members with an overall debt? It is possible that a member will have an outstanding invoice but an overall account balance that is not in debt due to credits on their account. This option allows you to choose if these invoices are included on the report.

Entering the cutoff date as the current date and leaving all other values as their default will give you all outstanding invoices (except those that have been future-dated). This is the typical usage of this report.

When viewing the report, click the export icon (3rd icon on report viewer) to export the report to a selection of formats.