What this does
Shows all unpaid invoices grouped into age buckets — Current, 1-30 days overdue, 31-60 days, 61-90 days, and 90+ days. This makes it easy to see at a glance who owes you money and how long they have owed it.
When to use it
Run this report regularly to stay on top of cash collection. It is especially useful at month-end, before chasing overdue customers, or when preparing for a meeting with your accountant.
Step by step
- Go to Reports from the main navigation
- Select Aged Receivables
- Set the As At date — this is the date the ageing is calculated from (usually today)
- Click Run Report
- The report shows each customer with their outstanding invoices split across five age buckets:
- Current — not yet due
- 1-30 days — up to one month overdue
- 31-60 days — one to two months overdue
- 61-90 days — two to three months overdue
- 90+ days — more than three months overdue
- Click a customer row to expand and see the individual invoices
- Use the totals at the bottom to see your overall exposure by age
- Click Export CSV to download the report for use in a spreadsheet or to send to your accountant