How to use the AR Aging Report

How to use the AR Aging Report

Introduction

If you're using a system such as Paragon, you are no doubt selling products, services, or both and therefore would likely want to be paid for your hard work. Once you issue invoices to your clients, you need the ability to see, at a glance, who owes you what and when is it due. That's where the AR Aging Report will come in handy. This report can be run from the customer screen and will list which invoices are still outstanding for each client, if they have any credits they can apply to their account(s), and when this money is due to hit your bank.

Action button in customer module

Navigate to the customer module from anywhere in Paragon by clicking the customer button on the navigation bar on the right. Once you are in the customer module, open the detail view of any customer and click the action button. You will see a print option for Aged AR. Click this button to print the AR Aging report.



This will print out the report. It prints all OPEN AR for all customers and their associated transactions, as of the current date.



Currency and customer totals

The AR Aging report displays information by currency and customer, listing each currency and then displaying each customer and their transactions within that currency. The columns include the due date of the transaction if applicable, transaction types, and their value sorted by date from current to 90+ days. If there is no due date, the transaction date is used.
  1. A total is calculated for each customer (calculation = invoices - payment - credit)
  2. A total is calculated for each currency and shows the sum of all customer totals within that currency.





What's next?

If you're looking to explore more reports in Paragon, or need help on how to use them, check out some of these articles:




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