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Aging receivables report improvements

It would be helpful to have the invoice number show up on the Aging Receivables Report. It could be a separate column by the contacts name and organization. That would eliminate the need to click on the contact's name to find the open invoice in their account.

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    Bonnie shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    2 comments

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      • James Kerich commented  ·   ·  Flag as inappropriate

        The aging receivables will include archived contacts if those archived contacts have unpaid invoice still present on their account. I think it would be preferable to either automatically filter this report to only include active contact records or add the option to filter for just active archive records. The report just produces the wrong information if this situation exists.

      • Susan Adams commented  ·   ·  Flag as inappropriate

        Including a member's email address on the Aged Receivables report would greatly simplify the effort required to contact members in arrears. After exporting to Excel, the column could be used to populate an email dunning them.

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