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Accounts Receivable

The Standard Accounts Receivable report shows all outstanding (unpaid) customer invoices, categorized by how long they've been due — for tracking receivables, monitoring overdue balances, and managing collections. Only open invoices are included; paid invoices are excluded.

What the report shows​

  • Customer-level summary — every customer with unpaid invoices, showing total outstanding amount and invoice count.
  • Aging buckets — invoices grouped by days overdue, each showing total amount and invoice count:
    • Not Yet Overdue — within due date
    • 0–30 days — recently overdue
    • 31–60 days — moderately overdue
    • 61–90 days — significantly overdue
    • 91+ days — critically overdue
  • Total Unpaid — total outstanding receivables and total invoice count.

How it's calculated​

Based on invoice issue date and due date, open invoices only. Days Overdue = Current Date − Due Date, and invoices are placed in the matching bucket. Partially paid invoices show only their remaining balance.

Filters & actions​

Filter by report period and view grouped by customer; refresh to reload latest data. Drill down by clicking a customer or amount to see invoice details; export for offline analysis; save/share report configurations.

Data sources​

Customer invoices, payment status updates, and applied adjustments or credits — only invoices with remaining balances appear. When a payment is recorded, the invoice is reduced or removed accordingly.

FAQs​

Why is an invoice not showing? It's paid, outside the date range, or voided/adjusted.

How do I spot problem accounts? Watch the 61–90 and 91+ day buckets.

Does the report update automatically? Yes, in real time from invoice and payment data.