# Invoice Aging
Lists individual overdue sale invoices sorted by age, oldest first. Each credit bill is grouped under its aging period for targeted collection follow-up.
Overview
Go to Sales → Reports → Invoice Aging.
Report title in ERP: Invoice Aging
What it shows. Individual credit sale invoices arranged under aging period headers (Current, 0–30, 31–60, 61–90, 91–120, 120+ days). The oldest invoices appear first within each bucket.
When to use it. Use when you need invoice-level detail for collection calls — to identify the specific bills driving overdue balances.
Report view
Filtration — Employee
Filtration — Date
Use Cases
- Collection team — Which specific invoices are more than 120 days overdue? Run before calling customers with the exact bill numbers and amounts.
- Accounts receivable — What is the total value of invoices in each aging bucket? Run at month-end to prioritize follow-up by bucket.
- Sales representative — Which of my customers' invoices are past due? Run with the Employee filter for territory-based collection.
- Finance manager — Are overdue invoices concentrated in a specific aging period? Run quarterly to assess collection effectiveness.
Filters
- Date — Age invoices as of this date.
- Age type — 0–30 (single 0–30 bucket) or 0–7 (split into 0–7, 8–15, 16–30).
- Employee — Limit to invoices for a sales employee.
- Sort by — Sort by age or customer name within each bucket.
- Advanced Filter — Customer, Customer Group, Customer Category, Route, Form Type, Branch, Center, State/Province, Brand.
Columns
Invoices are grouped under aging period headers (>120, 91–120, 61–90, 31–60, then 0–30 or 16–30 / 8–15 / 0–7 depending on age type).
| **Column** | **Description** |
|------------|-----------------|
| Customer | Customer name and code. |
| Route | Invoice route, or customer route if the invoice has none. Hidden by default — turn on from More → Show Route (requires Route access). |
| State | State/province from the invoice billing address. Hidden by default — turn on from More → Show State. |
| Phone | Customer phone. |
| Inv No | Sale invoice number. Click to open the invoice. |
| Inv Dt | Invoice date. |
| Inv Amt | Invoice total. |
| Age | Days overdue as of the report date. |
| RV No / Dt / Amt | Receipt vouchers applied to the invoice. |
| CN No / Dt / Amt | Credit notes applied to the invoice. |
| EX No / Dt / Amt | Expense reversals applied to the invoice. |
| Balance | Outstanding balance on the invoice. |
Actions
- Generate — run the report for the selected filters
- Export — export to Excel
- Print — print the report
- More — Show Route / Hide Route (when Route is enabled for the company), and Show State / Hide State
- Advanced Filter — open additional filter fields
- clear — reset active advanced filters
FAQ
How is Invoice Aging different from Customer Aging?
Invoice Aging lists each overdue invoice under age buckets. Customer Aging summarizes totals by customer across all buckets.
Why are invoices sorted oldest first?
Oldest-first ordering helps the collection team prioritize the longest-overdue bills within each aging period.
Can I open an invoice from this report?
Yes. Click the Inv No link on any row to open the full sale invoice.
Does this include fully paid invoices?
No. Only invoices with an outstanding balance appear in the aging report.
How do I show Route or State?
Use More on the report toolbar. Show Route appears only if your user has Route access. Show State is always available. Route uses the invoice route, or the customer route if the invoice has none. State is taken from the invoice billing address.
Oldest first — what does that mean?
Invoices sorted by days overdue helps prioritise collection calls on the longest outstanding bills.
How is this different from Trade Receivables?
Trade Receivables is customer summary. Invoice Aging is bill-level detail.