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Aging Summary Report

An aging summary (also called an accounts receivable aging report) is a financial report that shows outstanding customer invoices and how long they’ve been unpaid. It typically groups balances into time periods. 

When you are looking to see the total balances of how much each of your customers owes you and how past due their balances are, you will pull the Aging Summary Report. 

To find this report toggle to the Reports Page > Billing Reports > Select "Aging Summary."  

Once the report results appear on the screen you will have the option to download it to Excel.  This report can be extremely helpful for collections.  Users typically use this to make calls to customers with large balances or balances that are > 60 Days.   

 

Aging Config

When initially pulling up the report, you have the ability to configure the report with an "As of Date" which is where you will be starting the Aging Summary from. You will also have the ability to:

  • Filter Billing Queue Status - Controls whether all invoices or only those with Posted status are displayed.
     
  • Exclude Unapplied Credit Notes - Controls whether unapplied credit notes are included in the aging calculation.
     
     
     

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In the report you will see all of your customers current invoices as well as any outstanding amounts.

 

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A helpful feature of this report is the ability to expand a specific customer’s billing details for a more in-depth view of their outstanding invoices.

It will typically groups balances into time periods, such as:

  • Current (not yet due)

  • 1–30 days past due

  • 31–60 days past due

  • 61–90 days past due

  • Over 90 days past due

 

Updated: 10/17/25