---
title: "Accounts Receivable Summary Legacy Report"
slug: "accounts-receivable-summary-report-1"
updated: 2026-03-27T21:08:29Z
published: 2026-03-27T21:08:29Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounts Receivable Summary Legacy Report

## Overview

This report provides a summary of customers who have outstanding balances with aging information.

## Common uses for this report

- Use this report to identify the customers whose payments are past due.

## How to find this report

1. Click **Reports**in the main navigation menu.
2. On the *Reports*screen that opens, click **Legacy Reports**.
3. In the *Search*field, search for Accounts Receivable Summary.
4. Click the report name. Then you will be able to set filters and run the report.

## Report filters

![User interface showing options to filter business unit and status for statements.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounts-receivable-summary-report-image-c08sfahr.png)

### Business unit

Filter by business unit. This report can be run by a single business unit or all business units.

![Dropdown menu for selecting business units in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounts-receivable-summary-report-image-d2ll4z7a.png)

### Status

Filter by status. This report can be run by posted, exported, or all invoices.

![Dropdown menu showing status options with 'Posted' selected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounts-receivable-summary-report-image-n0mtpkpi.png)

### Ignored Deposits

Select the checkbox to ignore deposits.

![Checkbox option to ignore deposits in a user interface setting.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounts-receivable-summary-report-image-i68jmbwa.png)

### Include pinned customer notes

Select the checkbox to ignore pinned customer notes.

![Checkbox option for including pinned customer notes in a document or form.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounts-receivable-summary-report-image-hkdcm8ef.png)

## View or download the report

Click **Update** to view the report.

![Button labeled 'Update' for submitting changes or updates in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounts-receivable-summary-report-image-swvm33my.jpg)

The report can be downloaded in three different formats:

- **Export to Excel (.xlsx)** (click the dropdown arrow next to **Download PDF**)
- **Export to Comma separated (.csv)** (click the dropdown arrow next to **Download PDF**)
- **Export to Excel (Allow Long-Running)** (click the dropdown arrow next to **Download PDF)**

![Menu options for exporting data in various formats including Excel and CSV.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounts-receivable-summary-report-image-fk80n9r7.png)

You can print statements by location from the report. Click **Print Statements** to view the statements.

![Dropdown menu option to print statements by location in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounts-receivable-summary-report-image-24dbjgeu.png)

## Explanation of report columns

![Customer balances and phone numbers displayed in a financial report table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounts-receivable-summary-report-image-a9nhjk4a.png)

The report includes the following columns:

| **Column** | **Description** |
| --- | --- |
| Customer | The *Bill To* customer name on the invoice. |
| Phones | The *Bill To* customer phone number on the invoice. |
| Balance | The outstanding balance for a customer. |
| < = 30 | Outstanding balance for less than or equal to 30 days. |
| 31-60 | Outstanding balance for 31 to 60 days . |
| 61-90 | Outstanding balance for 61 to 90 days. |
| 91-120 | Outstanding balance for 91-120 days |
| > 120 | Outstanding balance for greater than 120 days. |

## Explanation of report totals

![Summary of customer balances with total balance highlighted at the bottom.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accounts-receivable-summary-report-image-xm01xaea.png)

| **Totals** | **Description** |
| --- | --- |
| Balance | Balance is calculated by taking the sum of the entire column. |
| Currrent | Current is calculated by taking the sum of all Current outstanding balances. |
| Passed 30 | Passed 30 is calculated by taking the sum of all Passed 30 outstanding balances. |
| Passed 60 | Passed 60 is calculated by taking the sum of all Passed 60 outstanding balances. |
| Passed 90 | Passed 90 is calculated by taking the sum of all Passed 90 outstanding balances. |
| Passed 120 | Passed 120 is calculated by taking the sum of all Passed 120 outstanding balances. |

## Inaccurate customer balance

If you are seeing an incorrect customer balance, it might be due to the following:

- The invoice that should have a balance is tied to a job that is not yet completed so the invoice does not have a date
- The adjustment invoices that decrease the customer balance might not have a date due to due to a feature being turned off
- The **Status**filter might be set to *Posted & Exported* while some invoices might be in *Pending* status