# Customer Aging

<p class="doc-lead">Customer receivables broken into aging buckets from the due date. Shows total outstanding and how much is current, 0–30, 31–60, 61–90, 91–120, 120–365, and 1 year+ days overdue.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/sales/reports/customer-aging?id=overview">Overview</a>
<a href="#/sales/reports/customer-aging?id=use-cases">Use Cases</a>
<a href="#/sales/reports/customer-aging?id=filters">Filters</a>
<a href="#/sales/reports/customer-aging?id=columns">Columns</a>
<a href="#/sales/reports/customer-aging?id=actions">Actions</a>
<a href="#/sales/reports/customer-aging?id=faq">FAQ</a>
</div>
</div>

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<h2 id="overview">Overview</h2>

Go to <b>Sales → Reports → Customer Aging</b>.

Report title in ERP: <b>Customer Aging</b>

<p><b>What it shows.</b> One row per customer with total outstanding and amounts in aging columns based on how long each receivable has been overdue from its due date. Expand or drill down to view underlying invoices and account transactions where supported.</p>

<p><b>When to use it.</b> Use to prioritize collection calls, manage credit risk, and identify long-overdue customer balances.</p>

<b>Report view</b>
<img src="sales/images/customer-aging.webp" alt="Customer Aging" loading="lazy">

<b>Filtration — Sale on Invoice Date OR on Due Date</b>
<img src="sales/images/customer-aging1.webp" alt="Customer Aging1" loading="lazy">

<b>Filtration — Date</b>
<img src="sales/images/customer-aging2.webp" alt="Customer Aging2" loading="lazy">

<b>Filtration — Employee</b>
<img src="sales/images/customer-aging3.webp" alt="Customer Aging3" loading="lazy">

<b>Show Invoices / Hide Invoices</b>
<img src="sales/images/customer-aging4.webp" alt="Customer Aging4" loading="lazy">
<img src="sales/images/customer-aging5.webp" alt="Customer Aging5" loading="lazy">

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Collection clerk</b> — Which customers have the oldest unpaid bills? Run weekly before scheduling collection follow-up.</li>
<li><b>Finance manager</b> — How much receivables fall in each aging bucket as of today? Run at month-end for management reporting.</li>
<li><b>Credit manager</b> — Are we at risk of bad debt with customers in the 91–120, 120–365, or 1 year+ buckets? Run before credit limit reviews.</li>
<li><b>Auditor</b> — Does the aging total match customer ledger balances? Run during accounts receivable reconciliation.</li>
</ul>

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<h2 id="filters">Filters</h2>

<b>Date</b>, <b>Employee</b>, <b>Sale on Invoice Date</b> or <b>on Due Date</b>. <b>Advanced Filter</b>: Customer, Customer Group, Branch, Center.

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<h2 id="columns">Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| CODE [ID] | Customer code or system ID. |
| CUSTOMER | Customer name. |
| PHONE | Customer contact number. |
| TOTAL | Total outstanding receivable from the customer. |
| CURRENT | Amount not yet overdue (within current terms). |
| 0–30 | Overdue up to 30 days past due date. |
| 31–60 | Overdue 31 to 60 days. |
| 61–90 | Overdue 61 to 90 days. |
| 91–120 | Overdue 91 to 120 days. |
| 120–365 | Overdue 121 to 365 days. |
| 1 year+ | Overdue more than 365 days (over one year). |

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Generate</b> — run the report for the selected filters</li>
<li><b>Export</b> — export to Excel</li>
<li><b>Print</b> — print the report</li>
<li><b>Show Invoices</b> / <b>Hide Invoices</b> — expand or collapse invoice detail under each customer</li>
<li><b>Advanced Filter</b> — open additional filter fields</li>
<li><b>clear</b> — reset active advanced filters</li>
</ul>

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<h2 id="faq">FAQ</h2>

<p><b>What is the difference between CURRENT and 0–30?</b><br><b>CURRENT</b> is amounts not yet past the due date. <b>0–30</b> is amounts overdue by up to 30 days after the due date.</p>

<p><b>Should I age on invoice date or due date?</b><br>Use <b>on Due Date</b> for collection scheduling (recommended). Use <b>on Invoice Date</b> when analyzing receivables from bill date.</p>

<p><b>How is this different from Invoice Aging?</b><br>Customer Aging groups by customer with bucket totals. <a href="#/sales/reports/invoice-aging">Invoice Aging</a> lists individual invoices sorted by age, oldest first.</p>

<p><b>Can I view account transactions for a customer?</b><br>Yes. Drill down from a customer row or open the customer statement from <a href="#/sales/reports/trade-receivables">Trade Receivables</a>.</p>
<p><b>Are pre-approved invoices included?</b><br>Pre-approved invoices are typically excluded until fully approved. Toggle options on related outstanding reports if your policy includes them.</p>

<p><b>Can I export for collection calls?</b><br>Yes. Export bucket totals per customer for weekly collection team meetings.</p>