{"id":3106,"date":"2018-04-12T12:47:22","date_gmt":"2018-04-12T11:47:22","guid":{"rendered":"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/?p=3106"},"modified":"2026-08-05T13:21:36","modified_gmt":"2026-08-05T13:21:36","slug":"how-to-print-off-an-aged-debt-report","status":"publish","type":"post","link":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/?p=3106","title":{"rendered":"How To Print Off An Aged Debt Report"},"content":{"rendered":"\n

Season Version 25 and older<\/h2>\n\n\n\n

The aged debt report shows you how much you are owed by your customers up until the current period\/period that you select.<\/p>\n\n\n\n

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  1. On the left side reports menu, go to Sales Ledger > Age Debt<\/strong><\/li>\n\n\n\n
  2. At the top of the report menu you will be able to choose how to output your report, either by PDF preview,<\/strong> printer <\/strong>or export to CSV file<\/strong>.<\/li>\n\n\n\n
  3. On the left hand side of the window will be the Options<\/strong>. Here you can choose how you want run your report. These options allow you select which selection will be used to generate the results you see<\/strong>, for example, if you wanted to see just customers from a specific area, you can select the By Area option. <\/li>\n\n\n\n
  4. The Selection<\/strong> option will change depending on which option you choose for the step above. If you are running By Customer<\/strong>, it will show as below with a customer code selection<\/strong>. If you have chosen to run the report By Rep<\/strong>, the selection would show a Rep code selection<\/strong>. <\/li>\n\n\n\n
  5. You have the option to select advanced options<\/strong> to run the report, to view the advanced options<\/strong>, you need to check the Advanced options check box<\/strong> and then check which options you want<\/strong> to add when running the report. <\/li>\n\n\n\n
  6. Once all required selections have been made over the steps above, you can click the print button<\/strong> found at the bottom right of the window to run your aged debt report.<\/li>\n<\/ol>\n\n\n
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    Advanced Options:<\/strong><\/p>\n\n\n

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    Select Period –<\/strong> By default, the report will run for your current sales period. If you want to view the ageing for a previous period you can check the box Change Period and that will allow you to select a previous period.

    Print Statement Details <\/strong>– This options will add a breakdown of each customers ageing showing each invoice that makes up their current account balance.

    Subtotal By Brach<\/strong> – This option becomes available when you select the print statement details option. It will split any Head Office details into sections for each individual branch account and give you a total for each branch.

    Print Zero Value Customers –<\/strong> By default the report will not show any customers that have a zero account balance, this option will add those customers on to the report.

    Print Foreign Values –<\/strong> This option becomes available when when you are using the Option By Currency. By default, all values on the report will be in your systems base currency, this option will print foreign currency customers totals in their currency.<\/p>\n\n\n

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    Print Extended Ageing –<\/strong> By default, the report shows the last 4 months with the 4th month including any invoices within the 4th month or older. This option allows you to extended the report out to the last 12 months when you check the Months option. You also have options for Weeks and Days, this will show a weekly or daily breakdown over the last 12 weeks\/days, again anything in the final column will include anything older just as it does with the monthly breakdown.
    Show up to <\/strong>– This options becomes available when you have selected extended ageing, you can select a number from 0 to 11 and the report will only show ageing up to the number you have selected, for example, if you select months and choose show up to 3, you will only see ageing for the 9 oldest periods within the 12 month span, the most recent 3 months will be blank.
    Use Due Date <\/strong>– This option only becomes available when you have selected extended ageing by weeks or days. This option will mean the ageing is displayed based on invoice due dates rather than the invoice date.
    Change End Date –<\/strong> This option only becomes available when you have selected extended ageing by weeks or days. It allows you to select a date to start the ageing from rather than the ageing being shown from the current date.
    <\/p>\n\n\n\n

    Season Version 26<\/h2>\n\n\n\n

    In Season 26, the aged debt report was updated and is now using a grid view rather than a printed\/screen printed report.<\/p>\n\n\n

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    To load data on to the grid<\/strong>, once all required options have been selected, click the Load Data button<\/strong> found at the top right of the report window.

    All of the options and advanced options<\/strong> as explained above, are all still available<\/strong> on the new look report.

    Report By<\/strong> gives you all the options for how you want to runt he report, they are now displayed on a drop down menu rather than a series of check boxes, By Customer, By Currency, By Area, etc.

    All of your advanced options, extended ageing, foreign values etc. are now selectable by clicking the check boxes<\/strong> at the top of the report window, they are not hidden behind a check box as they were on the previous report.

    There is no longer an advanced option for Print Statement Details<\/strong> as with the new grid, the lower section of the grid will always show the details breakdown for each customer account, there is no need to specifically select this anymore. <\/p>\n\n\n\n

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    There are a couple of new functionality changes with the grid view that were not available on the previous report, these are the ability to print a docket report and to also reprint a docket<\/strong> directly from the aged debt grid. At the bottom of the window<\/strong> you will see the buttons<\/strong> for these options. A docket report will print an overview of the invoice<\/strong>, products on it, values etc. Reprinting the docket will reprint the actual invoice.<\/strong> <\/p>\n<\/div><\/div>\n\n\n

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    As with the previous aged debt report, you still have the option to print the report to PDF or to a printer.<\/strong> Click the print button<\/strong> found at the bottom right of the report window and you will get a new window that pops up<\/strong> for you to select Preview for a screen print or Printer for physical printing.<\/strong> If selecting Printer<\/strong>, you can click on the bar to the right<\/strong> and you will be able to select the printer you want to print to<\/strong>. With the printed report, if you are looking to see the account breakdown<\/strong> as you see on the lower grid of the grid view, you can click Print Statement Details<\/strong> on this window to show the breakdown of the customer account balances. Click the print button<\/strong> in the bottom right corner of the window to print your report. <\/p>\n\n\n

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    Season Version 25 and older The aged debt report shows you how much you are owed by your customers up until the current period\/period that you select. Advanced Options: Select Period – By default, the report will run for your current sales period. If you want to view the ageing for a previous period you […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,20],"tags":[],"class_list":["post-3106","post","type-post","status-publish","format-standard","hentry","category-howtoguides","category-howtooffice"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/3106","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3106"}],"version-history":[{"count":3,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/3106\/revisions"}],"predecessor-version":[{"id":49856,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/3106\/revisions\/49856"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3106"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3106"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3106"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}