Farin Farin
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Accounting reports

Review A/R aging and customer balances

Use the aging report and customer views together so open balances are visible before they become collection problems.

4 min read · Updated Mar 18, 2026 · Managers and bookkeepers tracking receivables

Use A/R Aging to see which balances are fresh and which ones are already drifting old.

Then use Customers when you need customer-level follow-up detail.

Quick facts

Start here

  • Old receivables are easier to manage when they are reviewed every week, not only at month-end.
  • Customer detail helps explain the story behind one aging bucket.
  • Collections are smoother when notes and follow-up happen before balances go stale.

Step 1: Review the aging buckets

  • Look for customers whose balances are drifting into older buckets.
  • Use that list to decide who needs follow-up now.
The aging report shows which balances are fresh and which ones are already drifting into older buckets.

Step 2: Open the customer view when the balance needs context

  • Use Customers to review the account story behind the aging balance.
  • That helps your team follow up with facts instead of guesswork.
Use the aging view to decide which customer accounts need a deeper follow-up conversation next.

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