Understand the AR Aging Report
Go to Reports > Accounts Receivable Aging. It opens already run over the last 365 days: outstanding invoices are grouped into age buckets (Current, 1-30, 31-60, 61-90, and 90+ days) so you can see how old your unpaid money is and which clients to follow up with first. For another window, pick a date range and click Run Report.
Revenue tells you what you invoiced; AR Aging tells you what you have not been paid yet, and for how long. It is the report to open before deciding who gets a friendly reminder and who gets a phone call.
Run the report
Go to Reports > Accounts Receivable Aging. The report runs as soon as it opens, over the last 365 days, so the oldest overdue invoices are already in view. For another window, pick a date range, choose a Group By if you want a different trend granularity, and click Run Report. Run Report stays greyed out until a filter changes; once one does, the results say Filters changed. Run the report to update the results. until you run it.
What the numbers mean
Four summary cards top the report:
| Card | What it counts |
|---|---|
| Total Outstanding | Every unpaid balance in the range |
| Current | Outstanding but not yet past due |
| Overdue | Past the due date, any bucket |
| Avg Days Outstanding | How long invoices sit unpaid on average |
Invoices are grouped into aging buckets by how far past due they are: Current, 1-30 Days, 31-60 Days, 61-90 Days, and 90+ Days. The older the bucket, the harder the money usually is to collect, so the right-hand buckets deserve your attention first.
The three tabs
- Overview: the AR Balance Over Time trend, an Outstanding by Age chart, and Top Clients by Balance.
- Details: an Invoice Details table with Invoice #, Client, Issue Date, Due Date, Days outstanding, and Balance Due. Sort by any column.
- Breakdown: the Aging Bucket Breakdown and a Client Balance Breakdown, so you can see which clients hold your oldest balances.
Who can see it
Users need the financial reports permission. Admins have it by default; other roles depend on how you configured them in team permissions.
Frequently Asked Questions
This article answers:
- How do I see unpaid invoices in WorkZen?
- What is accounts receivable aging?
- How do I know which invoices are overdue?
- Which clients owe me the most money?