Client Payment History and Aging Reports
Understand your accounts receivable and identify clients who may need payment follow-up.
Accounts Receivable Aging
The aging report shows overdue invoices by time period:
- Current - Due within 30 days
- 1-30 Days - 1-30 days overdue
- 31-60 Days - 31-60 days overdue
- 61-90 Days - 61-90 days overdue
- 90+ Days - More than 90 days overdue
Using the Aging Report
Prioritize collection efforts:
- Focus on largest overdue amounts
- Identify chronically late payers
- Track improvement over time
- Spot potential bad debts early
Client Payment History
View individual client patterns:
- Average days to payment
- Payment method preferences
- Historical on-time rate
- Total revenue over time
Accessing Client History
- Open the client profile
- View the Payment History section
- See all invoices and payments
- Analyze payment patterns
Key Metrics
- DSO - Days Sales Outstanding (average collection time)
- Collection Rate - Percentage of invoices paid on time
- Outstanding Total - Total amount owed across all clients
Taking Action
Based on aging data:
- Send targeted reminders to overdue accounts
- Offer payment plans for large overdue balances
- Adjust payment terms for slow payers
- Consider deposits for new projects
Best Practices
- Review aging report weekly
- Follow up on overdue invoices promptly
- Document all collection attempts
- Set clear payment expectations upfront