> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Accounts Receivable Aging
> Track outstanding invoices and customer payment status.
You sent the invoice 45 days ago. The payment was due 15 days ago. You're not sure if you followed up, or when, or whether they even received it. Now multiply that by 20 customers and \$80,000 in outstanding invoices.
The AR Aging report shows exactly who owes you money, how much, and how long it's been overdue. It's the first place to look when cash is tight — because money you've already earned is sitting in other people's bank accounts.
## Accessing the report
1. Go to **Reports** in the sidebar
2. Click **AR Aging** (under Receivables)
3. View as of today or select a different date
## Report structure
The report groups outstanding invoices by age:
| Column | Invoices |
| ---------- | -------------------------- |
| Current | Not yet due |
| 1-30 Days | 1-30 days past due |
| 31-60 Days | 31-60 days past due |
| 61-90 Days | 61-90 days past due |
| 90+ Days | More than 90 days past due |
### Example
| Customer | Current | 1-30 | 31-60 | 61-90 | 90+ | Total |
| --------- | ----------- | ----------- | ----------- | ------- | ----------- | ------------ |
| Acme Corp | \$2,500 | \$1,200 | \$0 | \$0 | \$0 | \$3,700 |
| Beta Inc | \$0 | \$0 | \$3,400 | \$0 | \$0 | \$3,400 |
| Gamma LLC | \$5,000 | \$0 | \$0 | \$0 | \$2,100 | \$7,100 |
| **Total** | **\$7,500** | **\$1,200** | **\$3,400** | **\$0** | **\$2,100** | **\$14,200** |
## Understanding aging
### Current
Invoices within their payment terms—not yet due. No action needed unless terms are about to expire.
### 1-30 days past due
Recently overdue. Send a friendly reminder. Most invoices get paid in this window.
### 31-60 days past due
Attention needed. Follow up more persistently. Consider calling instead of just emailing.
### 61-90 days past due
Significant concern. Personal outreach, payment plans, or escalation may be needed.
### 90+ days past due
High risk. May need collection efforts, legal action, or write-off consideration.
## Drill-down
Click any amount to see detail:
### Customer detail
Clicking a customer's row shows:
* All outstanding invoices
* Invoice dates and due dates
* Invoice numbers and amounts
* Days overdue for each
### Invoice detail
Click an invoice to see:
* Full invoice details
* Payment history (partial payments)
* Associated activities and notes
* Send reminder or view PDF
## Actions from the report
### Send reminders
1. Select invoices (checkbox)
2. Click **Send Reminder**
3. Choose reminder template
4. Send to selected customers
### Export for collections
1. Filter to 60+ days overdue
2. Click **Export**
3. Use for collection calls or send to agency
### Record payments
1. Click the invoice
2. Click **Record Payment**
3. Enter payment details
## Filtering and sorting
### By customer
* Search by customer name
* Filter to show only specific customers
### By age
* Show only Current
* Show only Overdue (any)
* Show only 60+ days (at risk)
### By amount
* Sort largest to smallest
* Filter minimum amount
## Key metrics
At the top of the report:
| Metric | Description |
| ---------------------------- | --------------------------- |
| Total AR | All outstanding invoices |
| Current | Not yet due |
| Total Overdue | All past due invoices |
| Average Days to Pay | Historical collection speed |
| Days Sales Outstanding (DSO) | Average AR / Daily Sales |
### DSO benchmark
| DSO | Interpretation |
| ----- | --------------------- |
| \< 30 | Excellent collection |
| 30-45 | Good, room to improve |
| 45-60 | Needs attention |
| > 60 | Collection problems |
## Aging by date
Change the "as of" date to see historical aging:
1. Click the date picker
2. Select a past date
3. Report shows AR as of that date
Useful for:
* Month-end reporting
* Tracking improvement over time
* Audits and reconciliation
## Scheduled reports
Send AR aging automatically:
1. Click **Schedule**
2. Set frequency (weekly recommended)
3. Add recipients
4. Review and act on each delivery
## Using for collections
### Prioritization
Focus collection efforts on:
1. **Largest amounts** — Biggest impact on cash
2. **Oldest invoices** — Hardest to collect
3. **Good customers** — Likely to pay with reminder
### Collection workflow
Automatic reminder email on day 1 past due.
Personal email or phone call. Ask if there's an issue.
Escalate to decision-maker. Offer payment plan if needed.
Formal demand letter. Consider stopping service.
Final notice. Send to collections or write off.
## Writing off bad debt
If an invoice is uncollectible:
1. Click the invoice
2. Click **Write Off**
3. Confirm the write-off
4. Entry recorded to Bad Debt Expense
Only write off invoices after genuine collection efforts. Write-offs reduce income and taxes but also show collection problems.
## Common questions
* Invoice promptly
* Shorter payment terms (net 15 vs net 30)
* Accept credit cards
* Require deposits
* Send early reminders
* Follow up consistently
Ideally:
* 80%+ in Current
* \< 15% in 1-30 days
* \< 5% in 31-60 days
* Minimal in 60+
The report shows remaining balance. If a $1,000 invoice has a $300 payment, it shows \$700 outstanding, aged from the original invoice date.
Track what you owe vendors.