Customer statements and aging
See who owes you and how overdue they are, and send any customer a clean statement of their account.
Two reports help you stay on top of what customers owe: statements for a single customer, and aging for everyone at once. Both are under Reports.
Customer statements
A statement is a tidy summary of one customer's account — their invoices, payments, and outstanding balance over a period.
- Open Reports → Customer statements.
- Choose the customer and the date range.
- Review it, then export or send it — handy for a customer who wants to see everything in one place, or a gentle nudge on an overdue balance.
A/R aging
The aging report shows everyone who owes you, grouped by how overdue they are — current, then 30, 60, and 90+ days past due.
It's the fastest way to spot which accounts need chasing, and how much of your outstanding money is at risk of going stale.
Both count only real balances — paid, voided, and draft invoices don't distort the picture. Pair aging with payment reminders to chase overdue accounts automatically (see Send payment reminders).