Adding Aging Analysis to a Custom Customer Statement Template

Adding Aging Analysis to a Custom Customer Statement Template

Trainer: Dave Joyce
Feature: Report Designer – Custom Statement Templates
Objective: Add a per-customer aging breakdown to custom statement PDFs.

? Why Add Aging Analysis?

Aging Analysis is essential to highlight overdue balances—especially 60+ day invoices—helping clients prioritize payments and aiding your credit control process.

?️ Step-by-Step Guide

1. Open Your Custom Statement Template

• Go to Settings & Tools → Report Designer

• Click Open, and choose your custom statement template

2. Add Aging Summary Query

• In the Field List, click the Add Query (?) button

• Select the AgingSummary stored procedure

• When prompted:

  • ReportingDate → set type to Expression, click the 3 dots ..., choose Parameters > EndDate

  • CustomerGUID → leave blank

  • Include Adjustments → type yes

• Click Finish

You will now see two queries under the data source:

• ReportCustomerStatementDefault

• AgingSummary

3. Link Aging Summary to the Main Report

• Click the Edit Master-Detail Relation (✏️) button

• Expand ReportCustomerStatementDefault

• Link it to AgingSummary

• Set CustomerGUID as the linking column in both tables

• Click OK

4. Insert Aging Fields into the Footer

• Scroll to your Footer Band in the layout

• Copy an existing amount label (for consistent styling)

• Paste it, and rename it to Current

• Now drag fields from AgingSummary into the footer:

  • Use Age1, Age2, Age3, etc., for aging buckets

  • Use the fx button to apply expressions if needed

• Rename text boxes to reflect ranges like:

  • 0–30 Days

  • 30–60 Days

  • 60+ Days

You can design the layout however you like. Use the Appearance tab to apply borders, fonts, and alignment for clarity.

5. Save and Test

• Save the updated report

• Go to the Customer Statements module

• Generate a statement for one or multiple customers

✅ You should now see a complete aging breakdown at the bottom of each statement.

This works for 1 customer or 1,000—each statement includes its own aging summary dynamically.

? Optional Enhancements

• Add totals for each aging bracket if required

• Combine with tags or classes for better customer segmentation

• Customize styling for branding (e.g., colors, bold overdue buckets)

? Pro Tip

If you want consistent styling:

• Copy an existing styled label

• Paste it and just swap out the field

• Use the gear icon (⚙️) or Appearance tab to make global layout changes

? Summary

Adding an Aging Summary helps both you and your customer stay on top of outstanding payments. Turbo Inventory makes it easy to integrate this into your custom PDF templates—no extra tools, no exporting data.

If you’re unsure which aging fields to use or want to apply this to dispatch notes or other reports, reach out to your Turbo consultant or check the related help articles.