Customer Aging Report

The Customer Aging report shows what each customer owes you, bucketed by how old the debt is. Use it to drive collections and chase late payers.

Buckets

Default age buckets:

• Current (not yet due)
• 1–30 days overdue
• 31–60 days overdue
• 61–90 days overdue
• 90+ days overdue

Columns

For each customer:

• Customer name and primary contact.
• Amount in each bucket.
• Total outstanding.
• Days since oldest invoice issued.
• Latest payment date.

Filters

• Currency.
• Owner: filter to a salesperson's customers.
• As-of date.

Drill-through

Click a customer to see the open customer documents and record a customer payment.