The project aging report is meant to give you a report on open balances of projects.
Starting/Ending Project Number – this report can be printed by project or by Range of projects.
Starting/Ending customer – This report can be printed by a single customer or a range of customers, leaving these fields blank will capture all customers.
Aging Date – this is the as of date that the report should be based off of.
Report Format – this report can be printed summary by project format or with the detail that makes up the aging.
Aging Based on – Should the aging be based off of the invoice date or the due date.
Include invoices after the aging date – check this box if you want to see overdue invoices included in the report
Print Document Notes – checking this box will permit your documents notes that were created under the projects note tab to be printed on the report.
Include terms – this will include the terms of the customer to be printed on the project
Include Phone – checking this includes the customer contacts phone numbers on the report
Sort by Total – this option will only appear if you choose the Aging summary version, if does not appear if you use the detail version.
