Happy Business Starts Here

Highlighted
Community Manager

Credit Balance field in Accounts Receivable Aging

See Reply



Subscribe to Zuora System Updates at Zuora Trust
Follow Zuora Global Support on Twitter and LinkedIn

3 REPLIES 3
Community Manager

Re: Credit Balance field in Accounts Receivable Aging

Question or Problem Statement:

Credit balance field was added to the Accounts Receivable Aging section in the accounting periods.  If there's an outstanding balance amount in this field, how do I obtain account and amount information associated?

 

Solution:

To the right of Account Receivable Aging, you'll see a link that reads "Download Aging Detail"

Click on the link and select Account Aging

 

Accounting_Period_-_Credit_Balance.png

Account names can be found in column B (Header: Account Name).  The amount of the credit balance associated to an account can be found in column E (Header: Credit Balance).  The sum of this column is the amount displayed Accounts Receivable Aging section.

 

Aging_Details.jpg

 

Supporting References:

Accounting Period Summary - Accounts Receivable Aging



Subscribe to Zuora System Updates at Zuora Trust
Follow Zuora Global Support on Twitter and LinkedIn

Honor Student

Re: Credit Balance field in Accounts Receivable Aging

If there's an outstanding balance amount in this field, To the right of Account Receivable Aging, you'll see a link that reads "Download Aging Detail"

Click on the link and select Account Aging. The amount of the credit balance associated to an account can be found in column E 

Thanks

 

Honor Student

Re: Credit Balance field in Accounts Receivable Aging

What does this credit balance include?    Credit memo?  or it is just unapplied payment?  Please furhter advise...THANK YOU!!