Client Portals & CRM3 min read
Understanding the accounts receivable aging report
Use the AR aging report to identify overdue invoices before they become a problem.
Overview
The AR aging report shows all your outstanding invoices grouped by how overdue they are: Current (not yet due), 1-30 days late, 31-60 days, 61-90 days, and 90+ days. This is the single most important report for managing your agency's cash flow.
Accessing the report
Go to Reports > Accounts Receivable Aging. You can filter by date range and export to CSV for accounting purposes.
What to do with the report
Review your AR aging report weekly:
- 1Any invoice in the 1-30 day bucket should get an automated reminder (set up in Settings > Payment Reminders).
- 2Invoices in the 31-60 day bucket warrant a personal email or call.
- 3Invoices in the 61+ day bucket may require a credit hold — stop new work until the account is settled.
Pro Tip
The AR aging report is also a critical input for your cash flow forecast. A large "90+ days" bucket is a warning sign that should be addressed before it affects payroll.
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