AR Collections Report

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Posted on by Cathyz

I am looking for a basic collection reports. A report that details outstanding invoices by customer with date entered in bc and due dates. I am using the US version of bc.

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Mohana Yadav 60,993 Super User 2025 Season 2 on at

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If you are ok with ISV app also then go for

appsource.microsoft.com/.../PUBID.progressussoftware|AID.arcollections|PAPPID.681d4058-e3cd-4ae1-8191-5f5b2712a71d

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MahGah 15,529 on at

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Hi

Can you check Customer – Detail Trial Bal. and see if this is what you want?

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Dallefeld 211 User Group Leader on at

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Have you looked at the Credit Management Screen, though not a report, it's a great tool.

BC really does not track the 'date entered' it does have invoice/document date and due date in the customer ledger. You can filter the customer ledger for amounts not equal to zero and pull that data easily into Excel.

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Hi, I think you can try the following report.

For customer:

Aged Accounts Receivable

Hope this will help.

Thanks.

ZHU

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Dallefeld 211 User Group Leader on at

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Print the report with the details and Zhu's suggestion just might be the best option!

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