SwimOffice Admin - Super User

To see a report that shows 30, 60, and 90+ days outstanding balances,

  1. In the side menu click Billing Admin > Invoices & Payments.
  2. Click the Aging Rpt button.
    Invoices & Payments Overview
  3. Select Account Status of desired Accounts to include.
    Aging Report
  4. Click Report Now!
  5. Open generated Excel file.
    Aging Report spreadsheet

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.

See Also
Un-invoiced vs Invoiced items
Recurring charge vs. non recurring charge
How do I create an invoice?