Aging report

Analyze receivables and payables grouped by age. Filter by customer, supplier and due-date range.

Updated: April 5, 2026

The aging report shows outstanding invoices grouped by age. Lets you quickly identify which customers owe you and for how long, or which supplier invoices are approaching their due date.

Report types

TypeShowsAccounts
ReceivablesUnpaid sales invoices1305 Customers
PayablesUnpaid purchase invoices2205 Suppliers
Aging report

Generate the report

Go to Reports → Aging report

Pick type (Receivables / Payables)

Set cutoff date

Days overdue = cutoff date − invoice due date.

Apply filters (optional)

Customer/supplier, age range.

Generate

Age buckets

BucketMeaning
CurrentNot yet due
1-30 daysLess than a month overdue
31-60 daysBetween 1 and 2 months
61-90 daysBetween 2 and 3 months
90+ daysMore than 3 months

Export

PDF (meetings) or Excel (detailed analysis). Includes summary by bucket and detail by invoice.

FAQ

Does it include provisional invoices?

No. Only confirmed invoices with outstanding balance.

How is outstanding balance calculated?

Invoice total minus recorded payments.

2026 enhancements

Per-installment edit

When an invoice has multiple installments, the aging report now lets you edit the amount and due date of each installment individually without regenerating the full invoice. Useful when renegotiating terms without issuing a new document.

Contact filter on multi-contact SI

When an Opening Balance (SI) invoice includes balances for several contacts in a single transaction (common in migrations), the report now filters correctly by contact, showing only the balance for the selected customer. Before, it showed the aggregate across all contacts in the SI, causing confusion during collections.