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AR/Aging Report

foreUP Education
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Overview

Accounts Receivable (AR) and Aging reports in foreUP help you see who owes your facility money, how much is owed, and how long balances have been outstanding. These reports are most often used during year-end close or the off-season to clean up balances, follow up on unpaid invoices, and prepare accurate financials for the next season.

By running AR and Aging reports, you can:

  • Identify outstanding member balances and open invoices
  • Prioritize follow-up on overdue accounts
  • Prepare cleaner exports for accounting
  • Start the season with more accurate customer balances

 

Preconditions

Before running AR and Aging reports, confirm the following:

  • You have access to the Reports module in foreUP
  • Your user role has permission to view financial and billing reports
  • Member Balance or Open Invoice (Account Charge) billing is enabled on your account (if applicable)

 

Steps

Access the AR and Aging report

  1. Access the Reports module.
  2. click New Reporting.
  3. Use the search bar and type Aging. The search will display a number next to every section that has a report matching the search results.
  4. Click on Members.
  5. Select Premier Invoice Aging Report.

Configure and run the report

  1. In the top left hand corner, select an As of Date.
    • For year-end review, choose your closing date (for example, December 31).
  2. (Optional) Apply additional filters to narrow results, such as:
    • Customer
    • Billing Template
    • Group
  3. After any setting is updated, the report will automatically run.

The report groups balances into aging buckets (for example: Current, 30 Days, 60 Days, 90+ Days) so you can quickly see overdue balances.

Review and use the report results

From the results screen, you can:

  • See which customers have outstanding balances
  • Review how long balances have been unpaid
  • Use aging buckets to prioritize follow-up

Export the report

  1. Click Export.
  2. Choose CSV or Excel.
  3. Share the exported file with your accountant or internal team, if needed.

 

Best Practices

💡 Review AR before accounting exports: Run AR and Aging reports before exporting data to your accounting system to catch discrepancies early.

💡 Focus on older balances first: Prioritize outreach on balances aged 60+ or 90+ days.

⚠️ Confirm before adjusting balances: Always communicate with customers and confirm accounting approval before writing off or adjusting balances.

⚙️ Remember credits do not age: Tournament, league, or rain-check credits will not appear on AR or Aging reports.

 

FAQs

Why don’t I see customer credits on the report?
Customer Credit is not considered a receivable and does not age, so it is excluded from AR and Aging reports.

Which report should I use for AR review?
Use the Premier Invoice Aging Report for the most complete view of AR balances.

When should I run AR and Aging reports?
Most facilities run these reports during year-end close or the off-season, but they can be run at any time.

 

Why review AR and Aging at year-end?

Many facilities review AR and Aging during the off-season because:

  • Staff have more time to follow up on unpaid balances
  • Old balances can be resolved before memberships renew
  • Financial exports are cleaner when balances are accurate
  • Customers are less surprised when balances are addressed before the next season

Proactively managing AR helps prevent unresolved balances from carrying over year to year.

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