The Invoice Aging report shows how much each customer owes you, split by how long their invoices have been overdue. Use it to see who to follow up with first, and how much of the money owed to you is late.
Open the report
Click Reports in the left menu. On the Standard tab, find Invoice Aging under Finance, or type its name in Search.
Choose what to include
Set these options in the parameters panel, then click Preview.
- Report Currency: Base Currency (the default) converts every invoice to your account currency at the exchange rate saved on the invoice, so you get one set of totals and a chart. Customer Currency keeps each customer's own currency and groups customers by currency, with a total for each. See how Avaza converts currencies in reports.
- As of Date: the date invoices are aged against. Leave it empty to use today.
- Tax: Including Tax (the default), or Excluding Tax to take the tax share out of every amount.
Read the report
In Base Currency, the header shows your account currency and the As of Date. A By Aging Bucket chart splits the total outstanding into the buckets below. The table then has one row per customer who owes you money, with the most overdue customers first.
Column | What it shows |
|---|---|
Customer Name | The customer. Click the name to open the Invoice Aging Details report for that customer, with the same As of Date and tax setting. |
Current | Balances on invoices that aren't overdue yet: due on or after the As of Date. |
1 - 15 days | Balances on invoices 1 to 15 days past their due date. |
16 - 30 days | Balances 16 to 30 days past due. |
30+ days | Balances more than 30 days past due. |
Total Overdue | The three overdue columns added together. Current isn't included. |
Total Invoiced | The full amount of the customer's invoices that still have a balance, including any part already paid. |
% Overdue | Total Overdue as a percentage of Total Invoiced. |
A Total row at the bottom adds up each column. In Customer Currency, there's no chart: the table gets a Currency column and a total for each currency.
What counts:
- Issued invoices and retainer invoices that still have a balance. Draft, void and fully paid invoices are left out.
- Payments and credit notes reduce an invoice's balance once they're applied to it. Credit that hasn't been applied to an invoice isn't taken off.
Save, schedule or export
Save the report to run it again with the same options, or share it with your team. See saving and sharing reports. On a paid plan, a saved report can be emailed on a schedule, for example every week, as a reminder to follow up late payments. Leave As of Date empty in a saved report so each run is aged to the day 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.