--- title: "AR Transactions By Customer report" slug: "ar-transactions-by-customer-report-1" updated: 2026-06-09T15:06:16Z published: 2026-06-09T15:06:16Z canonical: "help.servicetitan.com/ar-transactions-by-customer-report-1" stale: true --- > ## 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. # AR Transactions By Customer report ## Overview ## Use the *AR Transactions By Customer* report to view a detailed list of your outstanding invoices aggregated by customer. For example, if your customer, ABC Company, has five outstanding invoices, the report displays a single row with the total ABC Company balance. [AR Transactions by Customers report Video](https://fast.wistia.net/embed/iframe/onob0babej?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types - Applies to all trades ## Things to know - You can filter the report to: - Exclude deposits, which are positive unapplied payments on a $0 invoice, as well as payment only refunds, which are negative payments on a $0 invoice. To do that, filter *Total* to not equal to $0. - Display deposits only. Filter the *Net Amount* as less than $0 and Total as equal to $0. - Display payment refunds only. Filter the *Net Amount* as greater than $0 and *Total* as equal to $0. - To report on deposits only: - Filter *Net Amount* for items less than $0. - Filter *Total* for items equal to $0. > [!NOTE] > **Note:** You will need to [customize your report](/v1/docs/ar-transactions-by-customer-report#customize-a-report) to see the Net Amount column. - Invoices without a payment term assigned have no due date and are excluded from the aging bucket columns. Invoices without a term appear in the report with amounts in the *Net Amount* column. - To see the correct aging distribution of invoices, assign terms to each invoice. - Account configuration is required to use payment terms. To update your account, please contact [Technical Support](/v1/docs/contact-servicetitan-technical-support) for details. - Adjustment invoices display as separate rows on the *AR Transaction By Customer* report. - This report defaults to *All Open Invoices*. To change that, select the check box for *Exclude Incomplete Jobs.* ## Run a report 1. Go to the navigation bar and click **Reports**. 2. From the side menu, click **All Reports,** then click **AR Transactions By Customer**. 3. Set the filters as you want them. ![Form for generating AR transactions report by customer with various filters and options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-customer-report-image-v16l1zna.png) - **As of Date:** The report displays outstanding invoices on or before this date. For example, if an outstanding $100 invoice dated 3/3/2021 has a $20 payment applied on 4/1/2021, running the report as of 3/31/2021 shows an invoice balance of $100. Running the report as of 4/10/2021 shows an invoice balance of $80. - **Business Unit:** Business unit of the invoice or payment. Select one, multiple, or all. - **Exclude unapplied payments:** All payments that have not been applied to an invoice are excluded from the report. - **Exclude incomplete jobs:** All incomplete jobs are excluded from the report. > [!NOTE] > **Note:** If an invoice has no date and the job is complete, it’s in the customer’s AR balance. - **Exclude net $0 balance invoices:** All invoices with a net $0 balance are excluded from the report. 4. Click **Run Report** to view the report. ## Understand report results Your report results display in a table based on the filters you set. By default, the *AR Transactions By Customer* report includes the following columns: - **Customer Name**: Name of the customer (**Bill To**) on the invoice - **Current:** Balance on the invoice not yet due as of the date of the report - **1 - 30:** Balance on the invoice past due by 1 - 30 days as of the date of the report - **31 - 60:** Balance on the invoice past due by 31 - 60 days as of the date of the report - **61 - 90:** Balance on the invoice past due by 61 - 90 days as of the date of the report - **91 - 120:** Balance on the invoice past due by 91 - 120 days as of the date of the report - **121+:** Balance on the invoice past due by 121 or more days as of the date of the report - **Total:** Total amount of invoices, calculated as the sum of all tasks, materials, equipment, and taxes on an invoice At the bottom of the report table, several columns contain totals: - **Current:** Sum of current invoices - **1 - 30:** Sum of 1-30 invoices - **31 - 60:** Sum of 31-60 invoices - **61 - 90:** Sum of 61-90 invoices - **91 - 120:** Sum of 91-120 invoices - **121+:** Sum of 121+ invoices - **Invoice Total:** Sum of the invoice totals > [!NOTE] > **Note:** To include *Net Amount* in your report as shown below, go to [Add and remove columns](/v1/docs/ar-transactions-by-customer-report#add-and-remove-columns) and select *Net Amount*. *Net Amount* is *Total* minus payments for that invoice. For invoices with adjustment invoices, the *Net Amount* may be different from the *Balance*. The sum of the *Net Amount* of the original and adjustment invoices equals the *Balance* shown on the invoice. ![Table displaying financial data with highlighted amounts and total calculations for various categories.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-customer-report-image-8k2sti9o.png) ### Sort and filter report results 1. Click a column name to sort your report by that column. For example, clicking the 31-60 column sorts the report from least to greatest amount. An arrow displays next to the sorted column name. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-customer-report-image-jhhas1m5.png) 2. Click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png)** next to a column name to apply a filter to that column. > [!TIP] > **Tip:** Use the **And/Or** dropdown to apply multiple filters to a column. ![Filter options displayed for selecting specific values in a data table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-customer-report-image-2a5chemd.png) 3. When you’re done, click **Filter**. 4. To save your sorting preferences and filters, click **Save Changes**. > [!TIP] > **Tip:** For more on filtering, see [Filter a report](/v1/docs/run-report#filter). ## Customize a report If you want to report on other AR Transaction data, include the data as columns in your report. You can also remove columns and change how they are arranged. ### Add and remove columns 1. Above the report results, click **Edit Columns**. ![Buttons for saving changes and editing columns in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-customer-report-image-hcstr66v.png) 2. In the *Edit Columns* screen, select or deselect the items you want added to or removed from your report. ![Options to edit columns for AR transactions, highlighting key fields to select.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-customer-report-image-cjrmjr2l.png) 3. When you’re done selecting columns, click **Apply**. Click **Run Report** to view the revised report. ### Change column arrangement 1. You can arrange columns and group your report results with just a few clicks: 1. Drag a column header to change its order in your report. ![Quick videoof table columns being moved](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-customer-report-image-gtsx3b1o.gif) 2. Drag a column header above the left corner of the table to group your report by that column. ![Quick video of columns being grouped by dragging column header to group area](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-customer-report-image-je7yolsz.gif) > [!NOTE] > **Note:** This feature is not available for every column type. 3. Drag the right edge of a column header to change the column width. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-customer-report-image-ise6f6si.png) 2. When you’re done, click **Save Changes**. 3. Click **Run Report** to view the report with your column changes. ## ## FAQ ## --- ### #### Why do the numbers in my AR Transactions by Customer report differ from the balance due on an individual account? The numbers in the [AR Transactions by Customer](/v1/docs/ar-transactions-by-customer-report) report may not align with the customer balance based on the job status. The balance on the customer profile only includes invoices for completed jobs, whereas, by default, the AR Report consists of all open invoices. Solution: if the job is complete, mark it as such. Otherwise, rerun your report, but check the box to **Exclude Incomplete Jobs**. > [!NOTE] > **Note:** An alternative way to access this information is by clicking on **Accounting > Invoices > Invoice Aging** tab and then searching by Customer Name. Learn more about the [Invoice Module.](/v1/docs/use-invoices-module-in-the-transaction-hub) ## Want to learn more? - See [Run, filter, and export reports](/v1/docs/run-report) - See [Schedule reports](/v1/docs/schedule-reports) - See [AR Transactions report](/v1/docs/ar-transactions-report)