AR aging lists approved customer invoices with a due date, minus linked customer payments, grouped by days past due. In a reconciled ledger the total equals the Accounts Receivable balance.
Steps
- Read the bucket totals: current, 1–30, 31–60, 61–90 and 90+ days.
- Filter the list by bucket or search for a customer.
- Open an invoice to see its source document and linked payments.
What you get
You know which invoices to chase first.
Who can do this
Everyone in the organization can view this page (owner, admin, accountant, bookkeeper, manager and viewer).
If something goes wrong
- A paid invoice still appears.
- Link the customer's bank payment to the invoice under Documents; payments reduce the open balance.
Terms used here
- Accounts receivable (AR)
- Money customers owe you for invoices you have issued and not yet been paid for.
- Aging
- Open invoices or bills grouped by how far past their due date they are: current, 1–30, 31–60, 61–90 and 90+ days.