[Solved] Customer Summary Bills Ageing Report Through Excel Formula

[Muh]

Dear Experts
Kindly Create a Excel Formula In Given Answer table For Customer Ageing report.

1.1st Sheet Outstanding Bills of a customer dealing with a different branch of a group.

2. Different Branches are Dealing With Same Customer

3. Sample Answer Format are Given Sheet-2 "Sample-Answer"

4. Answer required Sheet-3 "Answer" through Formula.

5. Customer Balance and Ageing Data Required Based On Branch Code

6.By doing a Customer Different Branch's Deal. Account Credit Days & Limit .In case of same customer, just Came Account Credit Days & Limit against a 1 branch . "Colum K and L"

7.Refer "Sample Answer-Sheet" Table 8 The Customer Balance Zero . If Customer Balance Zero Cam Balance Amount Colum Then No Need to Came Ageing Amount Ageing Days in Colum

 

[shamimarita]

Hello Muh,

To calculate the aging report from Sheet 1, you can use the following formulas:

Balance Amount:
=SUMIFS(C2:C10, B2:B10, "DRAGON PVT LTD")
To get the balance per customer, change the ranges for other customers.

Aging buckets:
For <30 Days:
=SUMIFS(C2:C10, B2:B10, "DRAGON PVT LTD", D210, ">="&TODAY()-30, D210, "<"&TODAY())

For 31-60 Days:
=SUMIFS(C2:C10, B2:B10, "DRAGON PVT LTD", D210, ">="&TODAY()-60, D210, "<"&TODAY()-30)
Similarly, by updating the date conditions, you can adjust this for other date ranges like 61-90 Days, 91-180 Days, and >180 Days.

 

[Muh]

Thanks

 

[sambillings]

Dear Experts
Kindly Create a Excel Formula In Given Answer table For Customer Ageing report.



A customer summary bills ageing report in Excel is a great way to monitor outstanding invoices and organize receivables. By using formulas such as DATEDIF, TODAY, IF, or VLOOKUP/XLOOKUP, you can automatically categorize balances into ageing periods like 0–30, 31–60, 61–90, and over 90 days. This makes it much easier to track overdue payments and improve financial reporting.


For utility-related services, understanding the fesco online application for new connection process can also help users complete new electricity connection requests more efficiently and with the required documentation.

1.1st Sheet Outstanding Bills of a customer dealing with a different branch of a group.

2. Different Branches are Dealing With Same Customer

3. Sample Answer Format are Given Sheet-2 "Sample-Answer"

4. Answer required Sheet-3 "Answer" through Formula.

5. Customer Balance and Ageing Data Required Based On Branch Code

6.By doing a Customer Different Branch's Deal. Account Credit Days & Limit .In case of same customer, just Came Account Credit Days & Limit against a 1 branch . "Colum K and L"

7.Refer "Sample Answer-Sheet" Table 8 The Customer Balance Zero . If Customer Balance Zero Cam Balance Amount Colum Then No Need to Came Ageing Amount Ageing Days in Colum

A customer summary bills ageing report in Excel is a great way to monitor outstanding invoices and organize receivables. By using formulas such as DATEDIF, TODAY, IF, or VLOOKUP/XLOOKUP, you can automatically categorize balances into ageing periods like 0–30, 31–60, 61–90, and over 90 days. This makes it much easier to track overdue payments and improve financial reporting.


For utility-related services, understanding the fesco online application for new connection process can also help users complete new electricity connection requests more efficiently and with the required documentation.