--- title: "Accounts Receivable Summary Legacy Report" slug: "accounts-receivable-summary-report-1" updated: 2026-03-27T21:08:29Z published: 2026-03-27T21:08:29Z canonical: "help.servicetitan.com/accounts-receivable-summary-report-1" --- > ## 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