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Reports & Billing 3PL

AR Aging Report

Operator view of every customer's open invoices bucketed by age, with backdating and drilldown.

Why this matters

If you're chasing collections by gut feel today, AR Aging tells you exactly which accounts to call first. Backdate it to any past date and the report shows what your AR looked like that day — useful when reconciling against a client's month-end statement. Disputed invoices get their own column because disputed AR is not aged AR.

Who this is designed for

Roles

Platform Owner

Full system administrator with access to all tenants and configuration.

Business Owner

Manages business operations, billing, and high-level reporting.

Overview

How AR Aging Report works

The AR Aging report shows every customer's open AR bucketed into 0-30 days, 31-60, 61-90, 90+, and a separate column for disputed invoices. Click any row to drill into the underlying invoices that make up the balance.

The 'as of' date defaults to today but can be backdated to any past date. The report computes correctly for the chosen date: invoices that were sent but not yet paid as of that date, in the buckets they would have been in. Useful for matching the report against client month-end snapshots.

Disputed invoices live in their own column, separate from the aging buckets. Disputed AR is frozen pending resolution, not aged — collapsing the two hides the fact that some of your 90+ balance is stuck in conversation rather than unpaid.

Key capabilities

What you can do

  • 'As of' date picker with backdating
  • 0-30 / 31-60 / 61-90 / 90+ aging buckets
  • Separate disputed-invoice column
  • Per-customer row totals
  • Invoice-level drilldown
  • Operator-only (clients see the AR view in b2b-reports)

Related

Related modules

See it live

Want to see AR Aging Report in action?

A 30-minute demo walks through AR Aging Report and the rest of the platform — tailored to your operation.