Detailed summary report of aging balances

View a detailed summary report of aging balances from a specific statement month. For example, you if you wanted to see what the aging balance was for a specific client as of August 2017, you would use this report. This article shows you how to get the detailed summary report.

1)Billing > Statements

2) Rollback statements to the month you would like to see the aging balance for

3) Print > Detailed summary report

4) Re-create your statements

Sample Detailed Summary Report

5) Re-create your statements