How to Track Receivables & Aging?
Every unpaid invoice is money sitting outside your bank account. The Accounts Receivable dashboard rolls all of it into one view: your total outstanding balance, how long it has been owed (aging), how quickly you collect on average, and a ranked list of the customers who owe you the most. Instead of scanning invoices one at a time, you see the whole picture and know exactly who to follow up with.
Before You Start
Accounts Receivable lives in the Financials suite, which is part of the Accounting & Financials add-on module. A few things to know:
- The Financials area only appears for organizations subscribed to the Accounting & Financials module.
- You need the Reports read permission (
reports.read) to open any Financials report, including Receivables. - All figures use your organization’s currency and are scoped to your active branch/location.
If you don’t see Financials in your navigation, your plan may not include the module or your role may lack the Reports permission. Ask an administrator to review your subscription or role.
Open the Receivables Dashboard
Step 1: Go to Financials
Open the Financials suite from the main navigation. It opens on the P&L Statement by default.
Step 2: Select Receivables
In the Financials sidebar, under the Receivables section, click Outstanding & Aging. This is the Accounts Receivable dashboard.
Read the KPI Cards
The top row summarizes your receivables at a glance:
| Card | What it tells you |
|---|---|
| Total Outstanding | The full amount customers currently owe across all unpaid invoices. |
| Unpaid Invoices | How many invoices still have a balance due. |
| Collections This Month | How much you’ve actually collected in the current period. |
| DSO | Days Sales Outstanding — the average number of days it takes to get paid. |
What is DSO? Days Sales Outstanding is a health metric for your collections. A lower DSO means customers pay you faster; a rising DSO is an early warning that cash is getting stuck in unpaid invoices.
Read the Aging Buckets
Below the KPIs, your outstanding balance is broken into aging buckets based on how long each invoice has been due. This is the fastest way to spot debt that is slipping from “recent” into “seriously overdue.”
| Bucket | Meaning |
|---|---|
| 0–30 Days | Current — invoices within their normal payment window. |
| 31–60 Days | Starting to age; worth a friendly reminder. |
| 61–90 Days | Overdue; follow up actively. |
| 90+ Days | Seriously overdue; highest collection risk. |
| Total Outstanding | The sum of every bucket — should match the Total Outstanding KPI. |
The more money sitting in the 61–90 and 90+ buckets, the more your cash is at risk. Aim to keep the bulk of your balance in the 0–30 bucket.
Find Who to Chase First
The Top Overdue Customers table lists the customers with the largest outstanding balances, so you know where to focus collection effort.
Each row shows:
- Customer — the customer’s name.
- Outstanding — the total amount they owe.
- Oldest Invoice — the date of their earliest unpaid invoice (how far back the debt goes).
- Action — a View SOA link.
If no customers are overdue, the table shows a “No overdue customers” message.
Drill into a customer’s statement
Click View SOA on any row to open that customer’s Statement of Accounts — a full ledger of their invoices, payments, and running balance. Use it to confirm what’s owed before you send a reminder, or to email the statement directly to the customer.
Export Your Receivables
Click Export in the top-right of the dashboard to download the current Accounts Receivable data — KPIs, aging buckets, and overdue customers — as an Excel file. Use it for offline review, sharing with your accountant, or importing into another tool.