Aged Invoices Report – Ingen Software

The Aged Invoices Report displays invoices that are under 30 days, between 30-60 days, between 61-90 days, and over 90 days overdue. It will also display the check number of any amounts forwarded that have not been applied to an invoice. It is recommended that agencies who track invoice and payment information in OASIS run this report monthly. This report will not consider invoices that:

Have been fully paid
Have been manually closed with a balance due
Have met the invoice threshold configured in the manufacturer editor

This article will explain creating, printing, and saving the Aged Invoices Report.

Requirements:

Users must have Reports access to Invoices.

Did you know?

Users can set up default invoice due dates for commissioned and customer invoices.

Use Days to Paid in the manufacturer editor to establish commissioned invoice due dates. If not set up, the due date will default to the invoice create date.
Use Days to Pay in the resell company editor to establish customer invoice due dates. If not set up, the due date will default to 30 days after the invoice create date.

Creating the Report

1. Navigate to the Invoices page.

2. Click the Reports menu, then select Aged Invoices from the drop-down list.

3. The Aged Invoices window will appear. The report builder contains two tabs: General and Select.

The General Tab

4. Select Aged Invoices or Aged Commissions to control the date used for the report.

To view overdue invoices by invoice date, select Aged Invoices.
To view overdue invoices by due date, select Aged Commissions.

5. Check Multi Page - One per manufacturer (comm) or customer (resell) to produce separate pages for each respective entity. Step 6 controls which entity appears in the report.

6. Check or uncheck the Resell checkbox to filter the invoices and parties that appear in the report.

To run the report for commissioned invoices and vendor invoices, leave the Resell checkbox unchecked. This will allow you to filter by manufacturer.
To run the report for customer resell invoices only, check the Resell checkbox. This will allow you to filter by customer.

7. Check Show Details. This is required for the report to run.

8. If desired, check Show Totals Page to produce a summary of all totals by company as the last page of the report.

9. Enter the timeframe the report using the Timeframe field. Click the From and To fields to open the date selection window.

10. If desired, filter by max amount paid and minimum amount due.

Max Amount Paid PCT- the amount paid percentage.
Min Amount Due- the amount still owed. Enter a percentage in the first field or a dollar amount in the last field.

The Select Tab

11. If desired, use the Basic, Order, Internal, and Parties subtabs to further filter the invoices that appear in the report. Note: the Search Tags tab is blank as search keys cannot be created for invoices.

Printing the Report

1. Select an output from the Output to drop-down list on the General tab.

Local Printer- print the report using a printer on your local network
Print Preview- view a PDF copy of the report
PDF File- save a PDF copy of the report
Microsoft Excel-save an Excel copy of the report
Send Message- email a PDF copy of the report
Send Message (Excel)- email an Excel copy of the report

2. Click Print.

Saving the Report

1. Name the report using the Title field on the General tab.

2. Click Save Report. Learn more about accessing saved reports in OASIS.

Example Reports

The example below displays an Aged Invoice report with the Resell checkbox checked. The invoice is considered 90 days overdue based on invoice date.

The example below displays an Aged Commission report with the Resell checkbox checked. The invoice is considered between 61-90 days overdue based on due date.

The example below displays an Aged Invoice report without the Resell checkbox checked. The invoice is considered over 90 days overdue based on invoice date.

The example below displays an Aged Commissions report without the Resell checkbox checked. The invoice is considered between 30-60 days overdue based on due date.