Aging Report

To run an Invoice Aging report:

1. Select Reports > Invoices > Run Aging Report.  This opens the Aging Report screen.

2. On the Aging Report screen, you may select invoices based on the following criteria:

• Range of dates (based on the dates you created the invoices).
• Scope Invoices within the date range by course number.
• Scope Invoices within the date range by firm (payer) name.
• Exclude any registrant that has the Report flag checked.
• Scope Invoices within the Date range by Outstanding Invoices, Over-Paid Invoices, Non-Zero Balance, or All.
• Specify the sort order of invoices and registrants on invoices.

3. Select the appropriate report (default or additional).
4. Click the Preview button
5. If you selected an additional report, select the appropriate report from the Additional Reports list.
6. The report now opens for you to preview.