Aging reports are a good way to check how a family's balance has been paid (or not paid) over time. Our aging report allows you to go back up to 6 months for all of your families, so you can keep track of how well everyone is staying on top of their invoice payments.
How It Works
To pull an aging report, go to the website's Reports section. Scroll to the Billing reports and click on Aging Report.
The drop-down is set to Monthly, as that is the only option available at this time. Go ahead and select the "Generate Report" button, then download the report at the top of the page when it has finished processing.
NOTE: If you would like to see different time frames in the drop-down menu, please contact us using the chat bubble with specifics on what kind of reporting you would like to see.
Here's an example of what the report looks like: