The AR Aging report shows every open invoice in your system, bucketed by how long it’s been outstanding. The Summary rolls up by customer; Detail drills to the invoice level.
How buckets are computed
Bucket = days between the invoice’s OrderDate and the As-Of date you set in the filter:
- Current (0–30) — within the standard 30-day terms window
- 31–60 — first month past due
- 61–90 — second month past due
- 91+ — collection territory
Voided invoices are excluded entirely. Invoices with payments are included only for the unpaid balance — once an invoice is paid in full, it disappears from the report.
What “outstanding” means
Balance Due = Invoice Total − Payments through As-Of date − Write-Off
- Invoice Total includes subtotal, tax, freight, and CC fee — the same total the customer sees.
- Payments are restricted to those dated on or before the As-Of date, so you can re-run the report for any historical date and see what the AR snapshot looked like back then.
- Write-Off is the amount you’ve forgiven on the invoice (see Writing Off Invoices) — those dollars come off the balance but the invoice still shows in detail with the Write-Off amount visible.
Summary view
One row per customer, with money distributed across the four buckets and a Total column. Sorted by Total DESC. Color tints draw your eye:
- 91+ in red — collection priority
- 61–90 in amber — call before they slip into 91+
Drill-down options
Two ways to drill into Detail from the Summary view:
- Click the customer name → Detail filtered to that customer, all four buckets visible.
- Click any non-zero bucket cell → Detail filtered to that customer + that bucket. Most actionable: click the customer’s 91+ cell and you’ve got their collection list.
Detail view shows removable Customer / Bucket pills; click the × on either to widen the filter.
Detail view
One row per outstanding invoice with:
- Invoice #, Date, Customer, Store
- Days Out (numeric), Bucket label
- Invoice Total, Paid (through As-Of), Write-Off, Balance Due
Sorted oldest-first so the most-actionable invoices rise to the top. The Days Out column tints amber after 60 and red after 90.
Tips
- As-Of trick — to see what your AR looked like at month-end, set As-Of to the last day of the month. Payments since then are excluded; aging is computed against that date.
- Statement candidate workflow — Summary, sort by Customer, drill into anyone with 31+ days outstanding.
- Memo Aging is the parallel — for items out on memo (not yet invoiced), use the Memo Aging report.
- The exports filename includes “detail” when you export from the Detail view, so you can keep both files for the same date side-by-side.