How to create the Accounts Receivable Aging report

How to generate, print, and export the Accounts Receivable Aging report in Sage Accounting.

Use the Accounts Receivable Aging report to check how much each customer owes you at any point in time.

Track:

1. How much your customers owe you.
2. How long your customers have owed you money.
3. Which customers owe you the most money.
4. Due dates for sales invoices (Detailed report).
5. The credit limit you’re giving to your customers.

The Accounts Receivable Aging report shows a total list of all unpaid invoices, less any credit notes issued but not yet refunded. It helps you determine how much money you can expect from each customer and the total amount due by a specific date. If you’re registered for tax, the report includes the tax amount because that’s how much money you’ll receive from your customer.

The report divides unpaid invoices by time period, showing the amount due for each aging period. When you run an aged report, we calculate the total amount owed for each aging period based on the transaction date.

Aging periods by days

The total of unpaid transactions shows in each period based on the number of days past the invoice date:

< 30 days	The age of the transaction is between 0 – 29 days.
< 60 days	The age of the transaction is between 30 – 59 days.
< 90 days	The age of the transaction is between 60 – 89 days.
< 120 days	The age of the transaction is 90 – 119 days.
Older	The age of the transaction is 120 days or older.

For example, on July 10, invoices dated June 11 to July 10 show in the < 30 days column, and May 11 to June 10 in < 60 days.

Why is it important

The Accounts Receivable Aging report provides insight into your business’s financial health. Use the report to understand:

1. How quickly, on average, your customers pay you.
2. How effective your debt management processes are.
3. How many customers owe you money and for how long.
4. Which customers are unlikely to pay you.
5. Which customers are more likely to be late payers.

Run the report

For all customers

1. From Reporting, select Accounts Receivable Aging.
2. Choose the date to run the report up to.
3. Choose how to sort the report:
   • by Name to see the amount owed by each customer alphabetically
   • by Outstanding amount to see who owes you the most first
4. Click Calculate.

For a single customer

1. Enter the customer name in the Search box.

Up to a specific date

Run the report to show the total amount due at a point in time in the past. Your Accountant often requires this for auditing purposes. Compare the Accounts Receivable Aging report with the trial balance at a point in time to confirm that you've entered all transactions correctly. Running the report retrospectively excludes payments received after that date, showing invoices paid subsequently as outstanding.

1. Enter the required date and choose Calculate.

Include details of unpaid invoices

To include a list of unpaid invoices and the total amount outstanding, choose Detailed.

Print or export the report

Select Export then choose one of the following:

• CSV: Depending on your Internet browser, the file automatically downloads to your Downloads folder or you’re prompted to save the file
  • If prompted, browse to where you want to save the file then click Save
• PDF: The PDF opens in a new window or tab, and you can then print or save it from your Internet browser menu