Accounts Receivable and Aging

Article author
Nicole
  • Updated

Much like the dashboard widget, you will see all of the outstanding payments you are owed with a little more details.  You can also sort this report by brand if you have more than one.  From the Actions menu next to each upcoming receivable, you will find options to email a link to the invoice to the payer, view a direct link yourself, print the invoice or record a payment received.  In the bar graph at the top of the screen, you’ll see the projected upcoming receivables and anything that is past due.

With the aging report you can quickly see who owes you money and days past due.

You can find the Accounts Receivable Reports in the Reports sidebar menu of your account.  Note that in order to view the Reports section, you must be an administrator user.

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