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Last A/R Note: The most recent A/R Note for the customer will populate here.
Last A/R Note Age: Will show how long ago the most recent A/R Note was sent.
Payment Plan: Will show a green checkmark if all items have a payment plan assigned.
Payment Method: Will show a green checkmark if a Credit Card or ACH is set to charge.
Bad Debt: Will indicate if the customer has had bad debt recorded in the past 2 years.
Max Aging: The longest amount of aging for that account.
Invoiced: Total invoiced of all invoices within the min to max aging range. For a Min Aging of zero or less, this includes invoices not due yet.
Payments/Concessions: Payment and Concessions applied across all included invoices.
Net Due: (Total invoiced of all invoices) minus (payments and concessions applied across all included invoices). This total includes any future schedule payments.
Customer Count: Total number of customers for all included invoices.
1-14: Days past due.
15-29: Days past due.
30-59: Days past due.
60-89: Days past due.
90-179: Days past due. Open balance is in collections.
180+: Days past due. Open balance is pending being written off as bad debt.
Total Past Due: Open balance that is past due. Excludes any future scheduled payments.
15+ Program End: Open balance that is 15+ days after the end of servicing.
Before Program Start: Open balance that is due before the start of servicing.
In Collections: Open balance that started servicing and 90+ days past due/15+ days after the end of servicing.
Current: Open balance that is not yet due.
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