Hi Gayathri1610,
Aged Receivables report can only be run for a specific date and won't account for payments made after that date. To manage this, you can cross-check the detailed transactions using the Customer Ledger. The Customer Ledger provides details of all invoices, payments, and credits within a specified date range, which allows you to manually reconcile the most recent payments against the aged receivables. Hope this helps!
Cheers,
Princess
Thanks Princess. I noted that the Sales (Customer Summary) report also shows the total sales value for a particular period and the current balance against those sales.
Do you think this one is a correct report too?
Thanks
Gayathri
Hi Gayathri1610,
You can still use the Sales (Customer Summary) report for your needs. However, the previous report provided is considered the most accurate. Feel free to explore the Sales (Customer Summary) and other reports to see if they contain all the details that suit your business needs.
Cheers,
Shella
