The Aging Summary - Taxes report shows the totals for 30, 60, and 90 days, as well as the total taxes.
Step Action
1. Select {Reports} and then select {Aging Summary - Taxes} under the Accounting
section. A Generate Report modal will open.
2. Complete the fields.
Field | Description |
Customer | Select a Customer option from the drop-down. |
Sales Rep Type | Select Customer or Order from the drop-down. This pulls information based on the sales rep set on the customer or on the order. |
Sales Rep | Select a Sales Rep option from the drop-down. |
Past Due | Select a Past Due timeframe from the drop-down. |
Start Date | Select a Start Date using the calendar. |
End Date | Select an End Date using the calendar. |
3. Select {Generate}.
Note: You may need to confirm the file to be opened/saved before proceeding, depending on
your web browser. A .csv file will open or be saved to your computer depending on your web
browser. On PC/Mac the default file location is in your Downloads folder.
Report columns include:
- Customer Name
- Customer Number
- Contact Name
- Contact Phone
- Contact Email
- Current
- Thirty
- Forty Five
- Sixty
- Ninety
- All
- Taxes