---
title: "AR Transactions By Customer report"
slug: "ar-transactions-by-customer-report-1"
updated: 2026-04-07T14:46:09Z
published: 2026-04-07T14:46:09Z
---

> ## 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.

## 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)