A customer-level receivables report that breaks outstanding balances into configurable ageing bands so you can see exactly how much is overdue and by how long, for each account in your portfolio.
Overview
The Ageing Analysis page loads every customer account with an outstanding balance and distributes each balance across your configured ageing bands — for example Current, 1-30 days, 31-60 days, 61-90 days, 91-120 days, and 120+ days. The metric cards at the top reflect the current search and filter state. The table below lists every customer with their band-by-band breakdown.
Note: The Currency Toggle affects table row amounts only. The metric cards always display values in base currency regardless of this setting.
Key Features
Feature | Description |
Dynamic Ageing Band Metric Cards | One card per configured ageing band showing the total outstanding across all customers currently displayed, in base currency. |
Customer-Level Ageing Table | Lists every customer with an outstanding balance, showing individual band amounts side by side. |
Currency Toggle | Switch between Customer Currency (each row in the customer's own currency) and Base Currency. Toggle affects table rows only — metric cards always show base currency. |
Search Bar | Searches across customer name, account number, and contact name in real time. Narrows both the table and the metric card totals. |
Advanced Filters Panel | Filter by Customer, Risk Level, Currency, Payment Terms, Credit Controller, Account Manager, Credit Limit range, Last Payment date range, Collection Strategy, Days Overdue range, Outstanding range, and four User Sort Key fields. |
Active Filter Badges | Each applied filter appears as a dismissible badge below the toolbar. |
Sortable Columns | Click any column header to sort ascending or descending. |
Column Configuration | Show or hide columns. Hidden by default: Last Payment, Contact Email, Contact Phone, Credit Controller, Account Manager, and four User Sort Key columns. |
Customer Details Drawer | Click any customer name to open a side drawer with a full account summary, ageing breakdown, and actions: Log Call, Send Email, Create Promise, Assign Credit Controller. |
Export to CSV | Download all filtered customers and visible column data as a CSV file. |
Sections & Fields
Field | Description |
Ageing band metric cards | One card per configured band (e.g. "1-30 Days"). Shows the total outstanding across the customers currently displayed, always in base currency. Hover the info icon for a tooltip confirming the currency and whether figures reflect active filters. |
All Customers counter | Total number of customer rows currently displayed. Changes to "Filtered Customers (N)" when a search or filter is active. |
Search bar | Type a customer name, account number, or contact name to filter in real time. A clear (x) button appears when text is entered. |
Filters button | Opens the Advanced Filters panel. Badge shows the number of active filter groups. |
Export button (download icon) | Dropdown with "Export as CSV". Includes all filtered rows and currently visible columns. |
Column Settings button (gear icon) | Opens the Column Configuration dialog. Drag rows to reorder; toggle checkboxes to show/hide. Account # and Name are locked visible. |
Currency Toggle | Two-state toggle: Customer Currency or Base Currency. Affects table row amounts only — metric cards always show base currency. |
Active filter badges | Appear below the toolbar when filters are applied. Each badge has an x to remove it. A "Clear All" link removes all filters at once. |
Account # column | Customer's account number. Locked — always visible. |
Name column | Customer's trading name. Click to open the Customer Details drawer. Locked — always visible. |
Currency column | Currency the customer is invoiced in. |
Credit Limit column | Approved credit limit. Follows the Currency Toggle. |
Outstanding column | Total open balance across all ageing bands. Switches between customer currency and base currency with the toggle. |
Ageing band columns (dynamic) | One column per configured band. Each cell shows the portion of the customer's outstanding balance in that band. Band labels and intervals are configured in Settings > Company Settings. |
Terms column | Customer's standard payment terms (e.g. Net 30). |
Risk Level column | Colour-coded badge: Critical, High, Medium, or Low. |
Collection Strategy column | Collection strategy currently assigned to the customer. |
Last Payment column (hidden by default) | Date of the customer's most recent payment. |
Contact Email / Phone columns (hidden by default) | Primary contact details. Enable in column settings. |
Credit Controller / Account Manager columns (hidden by default) | Assigned users. Enable in column settings. |
User Sort Key 1-4 columns (hidden by default) | Four configurable classification fields. Labels set by your administrator. |
Advanced Filters panel | Slide-out sheet with: Customer (multi-select), Risk Level, Currency, Terms, Credit Controller, Account Manager, Credit Limit Range (slider), Last Payment Date Range, Collection Strategy, Days Overdue Range (slider), Outstanding Range (slider), User Sort Key 1-4. |
Customer Details drawer | Opens on customer name click. Shows full account summary, ageing band breakdown, and action buttons: Log Call, Send Email, Create Promise to Pay, Assign Credit Controller. |
Pagination footer | Current page / total pages. Page size: 10, 25, 50, 100 rows. |
User Guide
Getting Started
Navigate to Analytics & Reporting > Ageing Analysis. The page loads all customers with outstanding balances automatically. Ageing band labels and intervals are configured in Settings > Company Settings and may differ from the defaults shown here.
How do I read the ageing band metric cards?
Look at the row of cards across the top of the page. Each card represents one ageing band.
The figure on each card is the total outstanding across every customer in that band, shown in your base currency.
Hover the small info icon on any card to see a tooltip confirming the currency and whether figures reflect active filters.
Note: The metric cards always show base currency totals and reflect the current search and filter state. The Currency Toggle affects table row amounts only, not the metric cards.
How do I find a specific customer in the table?
Type the customer name, account number, or contact name in the Search bar.
The table filters as you type — no need to press Enter.
Click the x inside the search bar to clear it and return to the full list.
Tip: If you know only the first few characters of an account number, start typing them — the search matches partial strings.
How do I open a customer's full account details?
Click the customer's name in the Name column.
The Customer Details drawer opens on the right, showing the full account summary, ageing breakdown, and available actions.
Use the Log Call, Send Email, Create Promise, or Assign Credit Controller buttons inside the drawer to act without leaving the page.
How do I switch between customer currency and base currency?
Click the Currency Toggle in the top-right of the page header.
Select Customer Currency to see each row in the customer's own invoicing currency.
Select Base Currency to see all amounts converted to your company's home currency.
Note: The metric cards at the top always show base currency regardless of this toggle. The toggle only changes the amounts displayed in the table.
How do I filter the table by risk level, credit controller, or collection strategy?
Click the Filters button in the toolbar.
Select one or more values in the Risk Level, Credit Controller, or Collection Strategy fields.
Click Apply Filters at the bottom of the panel.
The table updates and filter badges appear below the toolbar — one per active filter group.
Note: The metric cards at the top also update when you apply filters, reflecting totals for the customers currently displayed.
To remove a single filter, click x on its badge. To clear all filters, click Clear All in the badge row.
Tip: Use the Credit Controller filter at the start of each one-to-one meeting to scope the view to that person's portfolio only.
How do I filter customers by outstanding balance or days overdue?
Click the Filters button to open the Advanced Filters panel.
Scroll to the Outstanding Range or Days Overdue Range section.
Drag the slider handles to set a minimum and maximum value.
Note: The Outstanding Range slider uses your base currency. The Days Overdue Range applies based on the worst (longest) overdue invoice across the customer's open transactions.
Click Apply Filters.
How do I export the ageing analysis?
Apply any search or filters to reflect in the export.
Click the download icon in the toolbar.
Select Export as CSV from the dropdown.
The file downloads immediately, named ageing-analysis-YYYY-MM-DD.csv.
Note: The export includes all filtered rows, not just the current page. Only columns currently visible are included. Tip: Switch to Base Currency before exporting if you need a single-currency view for management reporting.
Pro Tips
Sort the Outstanding column descending while in Base Currency mode to instantly surface the highest-value overdue accounts across the entire portfolio.
Use the Credit Limit Range filter alongside the Outstanding Range filter to find customers who are both highly overdue and close to or over their credit limit.
Enable the Credit Controller and Last Payment columns, then sort by Last Payment ascending, to find customers who have not paid recently.
The Days Overdue Range filter uses each customer's worst (longest) overdue invoice — not their average. A customer with one invoice 95 days overdue and ten current invoices will still appear when you filter for 90+ days overdue.
FAQ
What do the ageing band column labels mean? Each column represents a time band based on days past the invoice due date. The band labels and their day intervals are configured in Settings > Company Settings.
How does the system calculate which band an invoice falls into? Ageing is calculated from the invoice due date (not the invoice issue date) to today.
Do the metric card totals update when I apply filters? Yes — the metric cards reflect the current search and filter state. When you apply a filter, the cards update to show totals for only the customers currently displayed.
Can I customise the ageing band intervals? Yes, but only a system administrator can do this in Settings > Company Settings. Changes take effect for all users immediately.
Does the ageing analysis include disputed invoices? Yes — disputed invoices are included in the ageing bands by default. To exclude them, use the All Disputes page to identify disputed amounts and reconcile them separately.
Can I log a call or create a promise to pay directly from this page? Yes. Click a customer's name to open the Customer Details drawer, then use the Log Call or Create Promise buttons inside the drawer.