A/R Aging Summary
See how much each customer owes and how overdue it is, as of any date.
Accessing the report
Go to Reporting → A/R Aging Summary. The report shows balances as of today by default. Use the date picker to choose a different as-of date, and the entity dropdown to filter by entity.
The date picker includes presets for common dates: today, yesterday, and the end of this/last week, month, quarter, and year.
The report uses the Accrual ledger. It's available on Plus and Advanced, for entities with the Accrual ledger on. Entities without an Accrual ledger are grayed out in the entity dropdown.
Report structure
The report has one row per customer, sorted A to Z, and a total row at the bottom. Each customer's open balance is split into columns by how many days past due it is on the as-of date:
Current — Not yet due, or no due date
1-30 — 1 to 30 days past due
31-60 — 31 to 60 days past due
61-90 — 61 to 90 days past due
91 and over — More than 90 days past due
Total — The customer's total open balance
The open balance is the invoice amount minus payments received on or before the as-of date. Draft invoices aren't included, and neither are invoices that were paid, voided, or marked uncollectible on or before the as-of date.
Filters
Click Add filter to narrow the report. Available filters:
Class — Filter by class or subclass
Customer — Filter by customer
Terms — Filter by payment terms
Created on — Filter by the invoice date
Due date — Filter by due date
Account — Filter by where the invoice came from, such as Kick or a connected invoicing integration
Active filters appear as removable chips below the toolbar. Click Clear all to reset.
Drilling down
Click any amount to open the A/R Aging Detail for that customer and aging bucket. From there, click Go to invoices to see those invoices on the Invoicing tab.
Export
Export the A/R Aging Summary as .xlsx or .pdf from the download menu in the top right, based on any filtered report.
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