This new feature gives your accounting team one clear accounts receivable (AR) aging dashboard that shows true balances by account. This feature will be in Early Access soon. If you're interested in signing up for the Early Access, please fill out this form.
What's new?
Before, you ran aging reports that showed invoices and credits separately, so an account could look overdue even when you held unapplied credits. You often exported data and did manual work in spreadsheets to net invoices and credits and find the real balance for one account. The new aging report page groups activity by account, nets unapplied credits against unpaid invoices, and lets you drill into each transaction from one place. It also surfaces general ledger (GL) backed aging data so your finance team can trust that what they see matches your books.
Before and After
Before (Current)
Go to Reports and run a standard aging report, such as the AR Transactions by Customer report.
Use the filters to run a separate report for unapplied credits or open payments.
Export both reports to a spreadsheet and filter by account.
Manually net invoices and credits for each account to find the true balance.
Open separate account or transaction views to audit details and plan collections.
Impact: Hard to see true aging by account, reconcile balances, or pick top collection targets quickly.
After
Go to Accounting in ServiceTitan.
Open Financial Dashboards, then select the new Customer Aging tab.
Pick your date range, AR account, and account type.
Filter or search for a customer, then expand the row to see invoices, adjustments, payments, and unapplied credits in one place.
Select a transaction line to open the underlying record for follow up or audit.
Impact: You see net aging of a customer account from one place and can drill into details quickly to support collections and reviews.
Who uses this feature
All business types
Administrators, Managers, Accountants, Bookkeepers
Region availability: All regions
How it works for your industry
Residential Service and Replacement
See which homeowner accounts have true past-due balances after credits from callbacks or change orders are applied.
Focus collection calls on accounts with the highest net balance instead of working a long list of invoices.
Review aging buckets before you pause memberships or stop scheduling visits due to overdue balances.
Commercial Service and Replacement
View all work for a national account by billing account so you can see net exposure at a glance.
Confirm that credits and change orders are applied before you send month end statements to property managers.
Export an aging slice that shows only large past-due accounts for your collections partner.
Residential Construction
Review open draws and change orders by account so you know which builders or property owners are slow to pay.
Net retainage and other credits against invoices by account when you plan which jobs to hold or release.
Share a detailed export with your lender or bonding company when they ask for proof of receivables quality.
Commercial Construction
Group invoices, pay applications, and credits by account to see true exposure on large projects.
Use the aging page in weekly AR meetings to decide which general contractors to escalate.
Export aging by account to support audits and financial reviews for banks or investors.
How to Prepare?
If you're interested in joining the waitlist for this Early Access feature, fill out this form. When the feature is ready, you'll be notified and your account will be configured to use the feature.
When the feature is available in your account:
Confirm which team members own AR aging, collections, and audit work today.
Train those team members on how to open, filter, and export from the new aging report page and how it differs from your current aging reports.
Align your AR policies on how to use net account balances from this page to drive collection steps and write offs.
After a short trial period, add this page to your month end close checklist and standard reporting process.