From Reports > Financial Reports, you can find the Accounts Receivable Report that displays all the outstanding balances and their aging period.
❗This report shows current balances only.
We suggest exporting and saving the Excel report on the first/last day of the month for historical balances.
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.