I'd love to see Accounts Receivable aging reports include a column showing the customer's payment terms. I follow up on outstanding A/R based on how "overdue" customer payment is-- so a "net 30" customer shouldn't be bothered until the 31 day mark, but a "due on receipt" customer who has a balance in the 1-30 days outstanding bucket needs attention. The problem is that when I look at these customers on my A/R aging report, I have to MANUALLY notate their terms to determine follow-up and it takes FOREVER-- even creating a vlookup report still means that I have to constantly modify the source page for additional customers.
The other solution I tried was pinning a "Net 30 customer" note to the top of those customer profiles, and running the A/R aging report with the "Include Pinned Notes" option, BUT this clogs up my notes and it's annoying for my CSRs. And the third solution was running a separate "A/R Transactions" and copying and pasting each customer's terms that way-- still takes forever. I don't want to keep doing this manually!
Would love for this to be added!!
