Open the report
From Sales open the Aging tab. It shows as of today. To see an earlier date, such as month end, change As of and press Run.
Read the columns
Each customer has a row, with amounts sorted by how far past the due date they are: Not yet due, then 1 to 30 days, 31 to 60, 61 to 90, and over 90. The oldest columns are in red because they need attention first. This is why correct Payment terms on the customer card matter: they set the dates.
The report reads invoices and what has been applied to them. A receipt not applied to an invoice does not reduce it, so apply it from Receipts if a customer looks higher than they should.
Follow up and export
Press a customer row to open their statement and send it to them. To share inside the business, use Export XLSX, Export PDF or Print.
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