AR Aging - AR Transactions by Customer - with detail?

Linslars
New Contributor

Hello,

I am wondering if there is an AR aging report that shows the detail of what each customers balance contains.

What I need: I need an AR Aging report to show me at 12/31/2023 each customers balance with detail of each invoice per customer  (invoice #, amount due, etc).

The AR Transactions By Customer report is great, however you cannot drill into each customer to show what their balance is made of. 

Is there a way to build this report or is there a standard one I could use to get these results?

2 REPLIES 2

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

The AR Reconciliation report might work for you in this case.  Edit your columns to include Number of Days Outstanding, then filter for anything greater than 0 to see your current outstanding AR.  Then you can sort and filter as you go.  Group by customer to get a customer total.

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

I tried this and while it theory it seems like it would work, my AR Aging total and the AR Reconciliation total (with the filter of only showing outstanding invoices) are off tremendously so it won't help in this case. 

 

I am trying to find what each customers outstanding amount is comprised of by invoice. I am newer to Service Titan and have not built any custom reports to see if the report builder is capable of this.

 

Thank you for your help!