Aging Report

The Aging Report allows users to view and manage their Accounts Receivable, helping them to stay on top of customers’ unpaid invoices and prioritize collection efforts. This report helps organize information by sorting outstanding invoices into aging buckets based on the number of days since the invoice due date (e.g. 30, 60, 90 days, etc.) and grouping these amounts by customer.

Note: Unpaid invoices are listed as positive amounts, while any credits or unapplied payments that might offset these invoices are displayed as negative amounts.

Report Features:

• View unpaid invoice amounts by customer and group by number of days outstanding.
• Group by Transaction ID to view a detailed list of invoices, credits, and unapplied payments.
• Change the Target Date to see aging as of a specific point in time.
• Select the Include Draft Invoices toggle to include draft invoices.

Run Aging Report

Navigate to Menu > Reports > Aging Report. 

By default, unpaid invoices are grouped by customer and put into buckets based on the number of days outstanding. The default values of these buckets are:

Current (Target Date is prior to invoice due date)

• 1 - 30 days
• 31 - 60 days
• 61 - 90 days
• 91 - 120 days
• 121 - 180 days
• 181 - 360 days
• > 360 past the invoice due date

Filter Report

Use the available Filters to customize the report. By default, this report displays Customers and balances only. To view Transaction Details and more, update the Group By settings as follows: 

Click Run to run the report with selected criteria.