SwimOffice Admin - Super User
To see a report that shows 30, 60, and 90+ days outstanding balances,
- In the side menu click Billing Admin > Invoices & Payments.
- Click the Aging Rpt button.
- Select Account Status of desired Accounts to include.
- Click Report Now!
- Open generated Excel file.
Note that it does not include accounts with credit balances.
Suppose we generate the report Dec. 15th. Here is what each column represents:
|Current||1 - 30||31 - 60||61 - 90||>= 91|
|Recurring fees generated 12/1.
Non-recurring fees generated 12/1-12/31.
|Recurring fees generated 11/1.
Non-recurring fees generated 11/1-11/30.
|Non-recurring fees generated 10/1-10/31.||Recurring fees generated 10/1.
Non-recurring fees generated 9/1-9/30.
|Recurring fees generated 9/1 and earlier.
Non-recurring fees generated 8/31 and earlier.
You can also see this information for individual accounts on the Invoices & Payments Overview page by clicking a Past link in the Invoice column.
Please note that payments and credits are considered as posting against the oldest outstanding balances first.