Service Titan Knowledge Base

Accounts Receivable Summary ReportLast updated on 03/22/2022


Purpose of the Accounts Receivable Summary Report:

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:

Click Reports > Search [Accounts Receivable Summary] > Click the report name. Then you will be able to set filters and run the report.


Report filters

Business unit

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

Status

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

Ignored Deposits

Select the checkbox to ignore deposits.

Include pinned customer notes

Select the checkbox to ignore pinned customer notes.


View or download the report

Click Update to view the report.

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)

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


Explanation of report columns

The report includes the following columns:

(Report columns)

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.

(Report columns continued)

< = 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:

(Report Totals)

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.



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.