Skip to main content
The AR Aging Report shows who owes you money and how long those balances have been outstanding. Amounts are grouped by customer and split into aging buckets so collections can focus on the oldest debt first. Balances come from each bill’s remaining amount due. As payments, credit notes, and manual settlements are applied, outstanding amounts drop and customers leave the report when nothing remains due.
AR Aging Report

AR Aging Report on the Billing tab

​
Where to find it

  1. In the left sidebar, open Dashboard.
  2. Select the Billing tab.
  3. Scroll below the Billing–Payment chart to the AR Aging Report section.
The table loads when you open the Billing tab. After you change filters, click Fetch Report. Use Export CSV to download the full result set. The same Billing tab includes Monthly Sales and Payments. Click a Sales or Payment bar to open bill-level Details for that month; the AR Aging Report remains below the chart.

​
Filters

Aging is as of today, based on each bill’s due date.

​
Columns

Rows are ordered by highest outstanding balance first. Results are paginated by customer (for example 10 per page).

​
What is included

The report includes open sale-side bills that still have a remaining balance due. It typically excludes:
  • Purchase invoices
  • Bills in Failed, Draft, or INACTIVE status
  • Bills with no remaining outstanding balance
Bills that are not yet due can still appear in Outstanding and Open Bills. Their amounts move into the 0–30 … 90+ buckets once the due date has passed.

​
How outstanding is calculated

Each open bill contributes its remaining balance due (updated when the bill is posted and when payments or credits are applied). Those bill-level amounts are summed per customer into Outstanding and into the matching aging bucket based on days past due. Related actions that change what you see here:
  • Applying a payment (allocated to open bills in due-date order)
  • Posting a credit note against the customer’s balance
  • Settle Bill to mark a specific invoice fully settled without recording a payment