What this page is for
Debtors ageing shows how much every customer owes on their house account, split into how overdue each charge is: Not yet due, 1–30 days, 31–60 days, 61–90 days and Over 90 days. It works from each house account item's own due date, whether or not accounting is switched on for your business; a separate ageing built from the ledger itself, and any difference between the two, lives under Financial reports.
By default it shows the position right now. Set As at to an earlier date to see the position then, for example at a previous month end.
Everyone whose role can view customers sees this page.
A note under the totals, What this cannot see, lists anything the report could not take into account, such as a sale made offline that has not yet reached the server.
How to…
How to see an earlier position
Set As at, press Show ageing, and the report, its totals and its buckets all move to that date.
How to see one customer's documents
Press the arrow beside their name to show every charge and credit note behind their row's figures, each with its document number, kind and due date.
How to open a customer's statement
Press Statement under their name. See Statement.
Worked examples
Supermarket
Tumaini Supermarket runs this report As at the last day of the month before sending statements, so every figure matches what the customer is being billed for, rather than whatever has happened since.
Restaurant and bar
The Acacia Grill & Bar spots Coastal Logistics Ltd showing an amount in the 61–90 days bucket, opens the row to see which invoice is overdue, and calls the client before it slips into Over 90 days.