Aged Receivables Report

The Reports > Invoices > Aged Receivables report shows the invoices in an entity, grouped by the number of days since they were issued or since the due date. The report can be used to monitor outstanding payments and credit notes.

The report includes an overall summary for the entity, with a list of outstanding invoices and credit notes underneath.

You can change the report to age invoices based on the Due Date or the Issue Date. If you need this setting changed, please contact our Support team.

On-screen Columns

The Aged Receivables Summary section of the report includes the following information:

Outstanding Invoices
Outstanding Credits
Aging based on
Total Outstanding Invoices
Total Outstanding Credits
Net Position
Overdue Invoices
Total Overdue Invoices

Each outstanding invoice or credit note will be listed with the following data:

Customer
Invoice/Credit
Issue Date
Due Date
Days Aged
Currency
0-7
8-14
15-30
31-60
61-90
91+
Outstanding

Export Options

You can export the on-screen view of the Aged Receivables report in .pdf format or download a .csv file, which contains the following fields:

Billing Entity
Top Level Customer ID
Top Level Customer Remote ID
Top Level Customer
Customer ID
Customer Remote ID
Customer
Billing Group ID
Billing Group
Primary Consultant ID
Primary Consultant
Employee ID
Employee
Invoice ID
Invoice Remote ID
Invoices/Credits
Issue Date
Due Date
Transaction Date
Invoice Total
Days Aged
Currency
0-7
8-14
15-30
31-60
61-90
91+
Outstanding