Using the Aged Balances Report

This report shows the totals of unpaid invoices and unapplied account credits broken down by due date. You can also show the totals at a particular date using the date picker on the top right. From the Aged Balances report, you can access the Aged Invoices and Aged Credits reports, to access client accounts and attend to the outstanding funds.

Accessing the Aged Balances Report

1. From the Ubersmith Dashboard, click Reports.
   
   The Reports & Stats page appears.
2. On the Reports & Stats page, click the Reports & Stats Panel arrows to toggle the panel on. You can click the pushpin icon to keep the panel permanently displayed.
3. From the Client Manager Reports section, click Aged Balances.
   
   The Aged Balances report appears.

Reading the Aged Balances Report

Once you access the Aged Balances report, you will see several ways to view unpaid invoices and unapplied account credits, broken down by due date.

• The Outstanding Balance Summary section lists aged account balances broken down by outstanding invoices and unapplied credits for the current period, 0-30 day period, 31-60 period, and so on.
• The Invoice Balances section displays a graph that shows how many outstanding invoice have yet to be paid for a specified time period. You can display the graph in a bigger page and save it as a .png graphic file.
• The Credit Balances section displays a graph that shows how many account credits have not been applied to accounts for a specified time period. You can display the graph in a bigger page and save it as a .png graphic file.
  

Viewing Brand-Specific Aged Balances

1. Access the Aged Balances report.
2. From the Brand section, select your desired brand . The Aged Balances report for the selected brand appears.
   

Viewing Aged Balances For Specific Dates

Search results return aged balances up to the date entered, and may not include invoices that are not closed for the date given.

1. Access the Aged Balances report.
2. In the Date field, enter the beginning date of the date range you need.
3. Click the arrow icon. The report with aged outstanding and past due balances within your specified date range appears.
   

Viewing Details About Aged Balances

1. Access the Aged Balances report.
2. In the Outstanding Balance Summary section, click an invoice or credit link for the desired period. The Aged Invoices or Aged Credits report for that period displays.
   
   

For Aged Invoices

1. Click on the Invoice ID link to display the specific invoice, where you can mark payments, or print.
2. Click on the Client link to display the Invoices page, where you can view their entire list of invoices to mark payments or print.
   
   

For Aged Credits

1. Click on the Client ID or Client link to display the Account Credits page, where you can view credit details, add a note, edit, apply or deactivate a credit.
2. Click on the details link to display the specific read-only Account Credit Details page for your client.