Objective
This report shows the outstanding balance that a customer needs to pay for the services requested.
Considerations
- The report shows data as of the execution date.
- The execution date cannot be changed.
- Only work orders with a pending customer balance are included.
Summary of Totals
The summary shows the total amounts grouped by aging bucket across all filtered work orders.
| Total WO |
Balance |
Total <30 days |
Total 30 days |
Total 60 days |
Total 90 days |
Total 120 days |
Total >180 days |
| $0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
$0.00 |
Main Columns
Each row represents a work order with a pending customer balance.
| Column |
Description |
| Effective date |
Work order effective date. |
| WO number |
Work order folio number. |
| Customer |
Legal name of the customer. |
| Office name |
Name of the office handling the work order. |
| Agent name |
Name of the agent assigned to the work order. |
| WO amount |
Total amount charged to the customer for the work order. |
| WO balance |
Outstanding balance the customer still needs to pay. |
| <30 Days |
Pending balance if the work order is less than 30 days old; zero otherwise. |
| 30 Days |
Pending balance if the work order is between 30 and 59 days old; zero otherwise. |
| 60 Days |
Pending balance if the work order is between 60 and 89 days old; zero otherwise. |
| 90 Days |
Pending balance if the work order is between 90 and 119 days old; zero otherwise. |
| 120 Days |
Pending balance if the work order is between 120 and 180 days old; zero otherwise. |
| >180 Days |
Pending balance if the work order is more than 180 days old; zero otherwise. |