The Accounts Aging report displays which clients are taking a long time to pay their invoices by pulling all outstanding and overdue invoices in one place for you to review.
Access the Accounts Aging Report
The Accounts Aging report can be accessed with the following steps:
- Select the Reports section
- Then select Accounts Aging under Payments Reports.
Updated Accounts Aging Report
To adjust your view of the updated Accounts Aging report, select either of the following:
- Quick Filters - Select either Outstanding or Overdue
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Filter
- Date Range - Choose from Today, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, All Time, Custom, or if you've changed your fiscal year end date, any of the extra fiscal options
- Group By - Choose either Outstanding or Overdue
-
Currency - Toggle between multiple currencies, only one currency can be viewed at a time
While reviewing the Accounts Aging report:
- Select any client to view the client’s profile
- Select any total to view the invoices making up that total
- If reviewing totals for a specific client, select any invoice to view its details
- Invoices are grouped into intervals of 0-30 Days, 31-60 Days, 61-90 Days, and 90+ Days by the these statuses:
- Outstanding - Invoices that are dated past the Invoice Issue Date
- Overdue - Invoices that are dated past the Due Date
Additional options can also be accessed by selecting in the top right corner of the updated Accounts Aging report:
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More Actions
- Export for Excel - Download the report as a CSV file
- Print or Save PDF - Print the report or save the report as a PDF using the print dialog
- Send To… - Send the report to any specific email addresses
Legacy Accounts Aging Report
To adjust your view of the Accounts Aging report, select Filters under Settings. From there, you can change:
- Reset all - Select this link to restore the filters back to the default settings
- As Of - Choose between Today (all links are selectable), End of Last Month, End of Last Quarter, End of Last Year or Custom to enter a specific date range (or if you’ve changed your fiscal year end date, choose from the extra options)
- Group By - Choose between Outstanding (past the invoice issue date) or Overdue (past the due date) invoices
- Currency - Toggle between multiple currencies, only one currency can be viewed at a time
Select either the Client or Total headers at the top of the report to sort the data in ascending or descending order by that particular header.
Additional options can also be accessed in the top right corner of the Accounts Aging report:
-
More Actions
- Export for Excel - Download the report as a CSV file
- Print - Print the report or save the report as a PDF using the print dialog
- Send... - Send the report to any specific email addresses
Overview
- Invoices are grouped by Outstanding (past the Invoice Issue Date) or by Overdue (past the Due Date) into intervals of 0-30 Days, 31-60 Days, 61-90 Days, and 90+ Days
- Links to invoices are only available when viewing with As Of - Today, changing the As Of to a date in the past or future will remove links to invoices
FAQs
Why is there an amount in one of the intervals but when I select it, the list is blank or the invoice is missing from the results?
This is likely because the invoice has a payment dated in the future. Future-dated payments will continue to appear on this report until the date of the payment has passed. To find this future-paid invoice, either:
- On the list of results, adjust the Advanced Search filters by changing the Date Range to the future date of your payment, and remove Outstanding or Overdue from the Invoice Status field. Select Apply and your future-dated paid invoice should appear
- Or select the Payments section and then select the Payment Date header to sort your list of payments in descending order to find your future-dated payment
