Overview
Receivables aging reports help you see how long customer balances have been outstanding. They are essential for collections, credit control, and month-end review.
SummaryShows totals by customer or aging bucket for quick review.
DetailShows supporting invoice-level or transaction-level information.
Month-WiseShows aging movement month by month for broader trend review.
Where to find it
Path: Reports > Customers & Receivables > Receivables Aging Summary / Detail.
Use this path from the main QBM window. If the command is not visible, confirm that the user has access to the related module and permission for that screen.
Reports Covered
| Report | Menu Path | Main Use |
|---|---|---|
| Receivables Aging Summary | Reports > Customers > A/R Aging Summary | Quick review of overdue customer balances. |
| Receivables Aging Detail | Reports > Customers > A/R Aging Detail | Detailed follow-up of outstanding customer balances. |
| Receivables Aging Summary by Month | Reports > Customers > A/R Aging Summary by Month | Month-by-month aging trend review. |
| Receivables Aging Detail by Month | Reports > Customers > A/R Aging Detail by Month | Detailed month-wise aging investigation. |
Common Filters
| Field Or Option | What It Means |
|---|---|
| Customer | Show one customer, a group of customers, or all customers. |
| Date / Date Range | Sets the point in time or period used for the aging review. |
| Salesperson / Employee | Useful when collections or receivable review is assigned by sales representative. |
| Location / Store | Filter aging to one branch or location when customer balances are reviewed by site. |
| Display Type | Choose List for formal review or Graph for a visual view. |
| Graph Type | Where available, choose vertical, line, or pie to present aging visually. |
What Aging Means
Aging groups balances by how long they have remained unpaid. Businesses often review current balances separately from overdue balances such as 1 to 30 days, 31 to 60 days, 61 to 90 days, and older amounts.
Use summary first: Start with the summary report to identify which customers need attention, then open the detail report to see the supporting lines.
How To Use The Reports
- Run Receivables Aging Summary for the selected review date.
- Filter by customer, salesperson, or location if the collections review is assigned by team or branch.
- Move to Receivables Aging Detail when one customer or one overdue total needs explanation.
- Use the month-wise versions when management wants to see how aging changed over the year.
- Use graph view for presentations and list view for working review, export, or printing.
Best Practice
- Review aging regularly, not only at month-end.
- Use the same aging date when comparing departments or branches.
- Follow summary with detail before escalating a customer balance issue.
- Use month-wise aging when you want to confirm whether receivables are improving or getting older over time.
Important: Aging reflects the transactions and allocations currently recorded in QBM. Late payments, unallocated receipts, or missing credits will affect the result.