---
title: "AR Transactions By Location report"
slug: "ar-transactions-by-location-report-1"
updated: 2026-04-07T14:44:41Z
published: 2026-04-07T14:44:41Z
---

> ## 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 Location report

## Overview

## 

Use the *AR Transactions By Location* report to view a detailed list of your outstanding invoices aggregated by location. For example, if the location has five outstanding invoices, then the report displays a single row summarizing the location total.

[AR Transactions by Location report Video](https://fast.wistia.net/embed/iframe/nqjh36nr7d?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

- To run the report efficiently, limit the date range of your report to a maximum of one year.
  - For example, if you run the report for a date range of 12/31/2019 to 12/31/2020, the *AR Transactions* report generates a list of invoices outstanding as of 12/31/2020, with an invoice date no earlier than 12/31/2019.
- 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

> [!NOTE]
> **Note:** You will need to [customize your report](/v1/docs/ar-transactions-by-location-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.

## Run report

1. Go to the navigation bar and click **Reports**.
2. From the side menu, click **All Reports** and click **AR Transactions By Location**.
3. Set the filters as you want them. ![AR transactions report interface with date and business unit selection options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-location-report-image-yaz6rg9h.png)
  1. **As of Date:** The report displays outstanding invoices on or before this date. For example, if your outstanding invoice of $100 dated 3/3/2020 has a payment of $20 applied dated 4/1/2020, running the report as of 3/31/2020 results in the invoice showing a balance of $100. Whereas running the report as of 4/10/2020 results in the invoice showing a balance of $80.
  2. **Business Unit:** Business unit of the invoice or payment. Select one, multiple, or all.
  3. **Exclude unapplied payments:** All payments that have not been applied to an invoice are excluded from the report.
  4. **Exclude incomplete jobs:**If selected, all incomplete jobs are excluded from the report.

> [!NOTE]
> **Note:** If an invoice has no date and the job is complete, it will be included as part of the service location’s AR balance.
  5. **Exclude net $0 balance invoices:**All invoices with a net $0 balance are excluded from the report.
  6. 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 Location report includes the following columns:

- **Customer Name:** Name of the customer (**Bill To**) on the invoice
- **Location Name:**Name of the service location 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:

- **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-location-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 different categories.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-location-report-image-ufn3iiz9.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. ![Table displaying financial data with highlighted amounts in the 31-60 days column.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-location-report-image-skysl1cd.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.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-location-report-image-s4muiobb.png)
3. When you’re done, click **Filter**.To save your sorting preferences and filters, click **Save Changes**.

For more on filtering, see [Filter a report](/v1/docs/run-report#filter-and-arrange-a-report).

## 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**. ![A hand cursor points to the 'Edit Columns' button next to 'Save Changes'.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-location-report-image-p9dtlvwe.png)
2. In the *Edit Columns* screen, select or deselect the items you want added to or removed from your report.**Tip:**Hover over the information icon to view information about that column. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-location-report-image-fdew627h.png)
3. When you’re done selecting columns, click **Apply**.
4. 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-location-report-image-n0xvi064.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-location-report-image-wy2a3yck.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. ![Table displaying job types and location zip codes for plumbing issues.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ar-transactions-by-location-report-image-49ip20pw.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)