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.
Bonnie
shared this idea
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Teresa Littman
commented
Aging receivable report only needs Member’s name. Would like organization not be included. And alphabetized by last name.
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Sean McGriff
commented
I would like to add my vote for James Kerich's comment. Members that have been archived or no longer members, their past due invoices should not be included in the Age Report. How do we remove old charges/invoices from archived contacts/members?
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James Kerich
commented
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.
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Susan Adams
commented
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.
