An accounts receivable aging report is a record that shows the unpaid invoice balances by client and matter along with the duration for which they’ve been outstanding. An aged receivables report is useful because it gives you a snapshot of the funds that are outstanding and due to you by your clients. It also helps identify customers that may need a reminder of outstanding balances.

To find the receivables aging screen, start by clicking on the “Billing” tab.

Under billing, click on the receivables tab.

A screen will open up with a list of receivables aged by less than 30 days, over 30, over 60, or over 90.

In the receivables screen, you can choose to print or to export at the top right hand corner of the screen.

Drill down to a specific client and invoice by clicking on the client name.

An individual screen for that clients receivable information will open up. Here you can do several things:

  1. View the client’s current receivable balance.

  2. View the client’s current trust balance and make a deposit to trust.

  3. Use the dropdown menu to view the invoice in a pdf, open in QB, or send invoice back to draft.

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