When viewing a ledger account, aged debt details are automatically available.

An aged debt report can also be produced based on a selection of students or agents.

Account Type
Agent or student accounts may be separately selected, or individual accounts selected for inclusion.

Exclude Proformas
If proformas are included, an "Invoice Date To" may be added, which restricts invoices/credits/receipts to within the date range shown.
Exclude proformas allows the aged debt to be balanced to other reports, eg. Ledger Balances/Reconciliation, and Control Balances.
It also allows the aged debt to be reproduced "as at" a specific date.
This is useful for period or year ends.

Filters
Apply as required

Enrol User Defined
Select, if only enrolments based on an Enrolment User Defined field are required.

Arrival Date Range
Select if the arrival date range needs extending

Based Upon
Arrival Date (default)
Spread - system will spread the value of the booking over the duration
Agent Terms - date due, based on the agent terms as set in the agent record ("0" =  on arrival)
Debt Spread - receipts are spread pro rata to duration. Useful for checking to see if student has paid sufficient to cover existing stay at the school

Only Balances with Next Payment Date
This allows, typically direct students, who are paying by instalments to be monitored.
The "next payment date" is available in the enrolment (invoicing tab).

Sort Account by Options

Summary Report:



Summary Detailed: