The Accounts Aging Report will show you which Clients are taking a long time to pay their Invoices.
You can run an accounts aging report with these steps:
- Go to the Reports tab
- Click on Accounts Aging
- Choose your Period Ending range, and click Update.
The Report is broken up by intervals: 0-30 Days, 31-60 Days, 61-90 Days, and 90+ Days. This makes it really easy for you to quickly see who you need to chase down.
Clicking on any totals will bring you to the list of Invoices that make up the amount displayed in the Report.
- Partially paid Invoices may not show up in the Accounts Aging report if they are still in draft mode and have not been marked as sent. You can mark Invoices as sent with the steps here.
- Invoices that have been paid in the future will appear here (but if you click on the number, no Invoices appear). You’ll need to either adjust the date of the payment (in the Invoices > Payments sub-tab) to a past or present date, otherwise, future-dated payments will be recorded in the Accounts Aging report.