Accounts Receivable Report
See exactly which customers owe you money and how long the debt has been outstanding.
Running the AR Ageing report
Go to Reports → Accounts Receivable (or search "Accounts Receivable" in the top bar):
1
Set the date
Enter the date you want to see outstanding balances as of. Typically 'today'.
2
Filter by customer (optional)
Leave blank to see all customers, or type a customer name to focus on one account.
3
Click Refresh
The report loads with customers sorted by total outstanding.
Understanding the ageing buckets
| Column | Meaning |
|---|---|
| 0–30 Days | Invoices due within 30 days — current, no action yet |
| 31–60 Days | Invoices 31–60 days overdue — send a reminder |
| 61–90 Days | 60–90 days overdue — escalate to collections |
| 90+ Days | Over 90 days — serious overdue, consider legal action |
| Total | All outstanding amounts combined |
Exporting for collections
Click Export → Excel to download the ageing report. Share it with your collections team or accountant. The Excel file includes all invoice numbers and contact details for follow-up.