The Invoice Aging Details report lists every unpaid invoice, with how old it is, how many days it's overdue and what's still owed. Use it to follow up late payments invoice by invoice.
Open the report
Click Reports in the left menu. On the Standard tab, find Invoice Aging Details under Finance, or type its name in Search.
You can also click a customer name in the Invoice Aging report. That opens this report for the customer, with the same As of Date and tax setting.
Choose what to include
Set these options in the parameters panel, then click Preview.
- Customer: one customer, or leave it empty to list every customer.
- Report Currency: Base Currency (the default) converts amounts to your account currency at the exchange rate saved on each invoice. Customer Currency shows them in each customer's currency. See how Avaza converts currencies in reports.
- Invoice Status: one or more statuses, such as Sent, Late or Partially Paid. Leave it empty to include them all. An invoice counts as Late when it's past its due date and still Sent or Partially Paid.
- Due Date Range: only include invoices due in a period: This Week, This Month, Last Week, Last Month, Last 30 Days, Last 60 Days, Last 90 Days or Custom Date Range (the default).
- Start Date and End Date: filled in from the due date range. With Custom Date Range, leave both empty to include every due date.
- As of Date: the date used to work out each invoice's age and days overdue. Leave it empty to use today.
- Tax: Including Tax (the default), or Excluding Tax to take the tax share out of the amounts.
Read the report
Invoices are grouped by customer, with the most overdue invoices first. Each customer has a Total, and the report ends with a Grand Total.
Column | What it shows |
|---|---|
Issue Date | The date the invoice was issued. |
Due Date | The invoice's due date. |
Invoice Number | Click it to open the invoice in Avaza. For a sent or late invoice, Actions › Send Reminder emails the customer a reminder. |
Invoice Subject | The invoice's subject. Shown in Base Currency only. |
Invoice Age (days) | Days from the issue date to the As of Date. |
Overdue (days) | Days past the due date on the As of Date. A dash means the invoice isn't overdue yet. |
Invoice Amount | The invoice total. |
Balance | What's still owed, after the payments and credit notes applied to the invoice. |
Only issued invoices and retainer invoices with a balance are listed. Draft, void and fully paid invoices are always left out.
Save, schedule or export
Save the report with your filters to run it again, or share it with your team. See saving and sharing reports. On a paid plan, a saved report can be emailed on a schedule, so you get the list of unpaid invoices every week. Administrators can add other team members as subscribers. If you save it with a preset Due Date Range such as Last 30 Days, the dates are worked out again each time it runs. To download the report as a PDF or spreadsheet, see exporting data.
Who can see it
Finance reports are available to Administrators and Finance Managers. If you can't find the report, ask an Administrator to add the Finance Manager role under Assign Roles on your contact record. See managing users and contacts.