How to use the Invoice Aging Report
- Choose a CSV of unpaid invoices, paste the table, or try the example.
- Check the report date, the date format and the delimiter. Columns are found from the header.
- Select Build aging report, review the totals by customer and download the report with every invoice.
Supported files and limits
- Invoices are grouped by days past their due date: current, 1–30, 31–60, 61–90 and over 90 days.
- Without a due date column, the due date is the invoice date plus the payment terms you enter.
- Amounts like 1,250.00 and 1.250,00 are both read correctly. Credit notes with negative amounts reduce the customer's total.
- Up to 50,000 invoices. The file needs a header row.
Common questions
What is an aging report?
An accounts receivable aging report lists what customers owe, grouped by how long the invoices have been overdue. It shows which customers to chase first and how much money is at risk.
Where do I get the list of open invoices?
Most accounting systems, such as Xero, QuickBooks and Sage, can export unpaid or outstanding invoices to CSV. Include the customer, invoice number, due date and amount still open.
Why does the report date matter?
Days overdue are counted up to the report date. Use today to see the current position, or a month end to match your accounts.
Is my data uploaded?
No. The file is processed in your browser and never sent to our server or anyone else.