Aging Report
The aging report shows outstanding invoices and bills grouped by how long they have been overdue. It is the primary tool for managing credit risk and cash flow — you can see at a glance who owes you money (and how long they have been owing it) and what you owe suppliers.
Accessing the report
Go to Reports → Aging.
Receivables vs payables
Use the toggle at the top of the page to switch between:
- Receivables — customer invoices you have issued that are not yet paid
- Payables — supplier bills you have received that are not yet paid
Both views use the same bracket structure.
Age brackets
| Bracket | Description |
|---|---|
| Current | Not yet due |
| 1–30 days | Overdue by up to 30 days |
| 31–60 days | Overdue by 31–60 days |
| 61–90 days | Overdue by 61–90 days |
| 90+ days | Overdue by more than 90 days |
Brackets are colour-coded:
- Green — Current
- Yellow — 1–30 days
- Orange — 31–60 days
- Red — 61–90 days
- Dark red — 90+ days
Reading the report
Each row represents one contact (customer or supplier). Columns show the outstanding amount in each age bracket. The footer row shows totals across all contacts.
| Contact | Current | 1–30 d | 31–60 d | 61–90 d | 90+ d | Total |
|---|---|---|---|---|---|---|
| Müller AG | 2,160.00 | — | — | — | — | 2,160.00 |
| Schmid GmbH | — | 5,400.00 | — | — | — | 5,400.00 |
| Weber SA | — | — | 1,080.00 | 3,240.00 | — | 4,320.00 |
Click any amount to see the individual invoices that make up that total.
As-of date
The report is calculated relative to an as-of date. The default is today. To see the aging position as it was at a past date (for example, at year-end for audit purposes), set the As of date picker.
Filtering
| Filter | Options |
|---|---|
| Contact | Search for a specific customer or supplier |
| Minimum amount | Hide rows below a threshold |
Taking action on overdue items
For receivables, directly from the aging report:
- Click a contact row to expand their invoices
- Select an invoice
- Click Send Reminder to immediately trigger a payment reminder
See Payment Reminders for reminder levels, templates, and automation.
Exporting
Click Export (top right) and choose PDF or CSV.
- PDF — formatted aging report, suitable for a collections review meeting
- CSV — data for further analysis or import into another tool
Frequently asked questions
Why does an invoice show in "Current" even though the customer is a slow payer? An invoice in "Current" is not yet past its due date. It will move to "1–30 days" the day after the due date passes.
Can I see the aging report for a specific period in my fiscal year? Change the As of date to the end of the period you want to review.
How does a partial payment affect the aging report? Only the outstanding balance appears in the report — partial payments reduce the amount shown in the relevant bracket.
My total receivables in the aging report do not match the balance sheet — why? The balance sheet accounts receivable balance includes credit notes not yet applied. Check for unapplied credit notes under Invoices → Credit Notes.