From Reports > Financial Reports, you can find the Accounts Receivable Report that displays all the outstanding balances and their aging period.
You can filter by client name and alerts or by aging period.
The list displays all clients with outstanding balances - the total sum can be seen in the 'Total due' column. There is also a breakdown that shows the amount due split between:
0-30 days
31-60 days
61-90 days
91-120 days
120+ days
The list can be exported in PDF or Excel.
From the Actions column, you can easily add a new payment or preview the full client statement and send it via email or download it.
📌 You can sort by the client name (alphabetically, ascending, or descending) or by the total due amount (which is also the default sorting).
📌 You can readjust the width of any column in case you want to see more information at a glance.
📌 You can change the order of the column by dragging and dropping them in the desired order.