Track Your Receivables

1Report OverviewHere is the aged balance report. This report centralises all your unpaid invoices, broken down by how long they have been outstanding.▾▶ 0:12

2Key MetricsReview total due and overdue amounts. These figures give you an instant picture of your receivables — total owed, overdue amounts, and high-risk exposure.▾▶ 0:21

3Aging DistributionRead the breakdown by aging bucket. Each bar represents an aging band: on time, 1–30 days, 31–60, 61–90, and over 90 days overdue.▾▶ 0:34

4Client DetailExpand a client row. One click reveals every unpaid invoice for that client, with due date and amount.▾▶ 0:47

5Collapse DetailCollapse the client row▾▶ 0:56

Send a Reminder in One Click. From this report you can contact a client directly to remind them of outstanding invoices — without leaving the page.

6Open the Reminder DialogClick Send Reminder. A dialog opens with the subject and body already filled in.▾▶ 1:09

7Customise the ReminderReview the subject, body and CC option. Adjust the message if needed, and turn on CC to receive a copy in your own inbox.▾▶ 1:16

8Send and ConfirmSend the reminder. The client receives the email straight away — you can verify delivery in your mailbox.▾▶ 1:26

Go Back in Time. The date picker lets you view the aged balance as of any past date — useful for analysis or audits.

9Change the Reference DateUpdate the as-of date. The report reloads automatically — here, a date before any invoices existed shows the empty state of that period.▾▶ 1:43