Invoice Aging Reports

See Where Your Money Is

The invoice aging report is your single best tool for understanding your shop's cash flow. It shows every unpaid invoice grouped by how long it's been outstanding, so you can spot problems before they become losses.

Accessing the Report

Go to Reports and open the Aging tab. The Aging tab is always current: there is no date range to pick, because "who owes me money right now" is always a today question.

Unpaid invoices are grouped into four buckets by how long they have been outstanding:

• Current (0-30), recently sent. Most customers pay inside this window.
• 31-60 Days, getting stale. Worth a reminder.
• 61-90 Days, concerning. Follow up personally.
• 90+ Days, these need immediate attention or a decision to write off.

What You See

Across the top are five cards: your total outstanding balance plus a card per bucket. Under them is the list of individual unpaid invoices with the customer, the invoice number, the amount, and the age.

Taking Action

Tick the checkbox next to one or more invoices and a bar appears with Send Reminder. That re-sends the invoice email with its Pay Now link. It is the fastest way to chase a whole bucket in one go.

To do anything else with an invoice (record a cash payment, void it, issue a credit, or read its payment history), open it from the Invoices page instead. The Aging tab is a chase-and-review view, not an editor.

Getting the Numbers Out

The Aging tab itself has no export button. For something to hand your accountant, use the Export button on the Invoices page (invoice number, customer, due date, amount, status), or the Ledger and Tax tabs in Reports, which both export CSV. For a sales tax filing, use the dedicated workbook described in Export Your Sales Tax Numbers.