Using the Aged Customer Invoice Tile

Once created, the Aged Customer Invoice Tile will display a bar graph of overdue invoice amounts grouped by days overdue. Hover over a bar in the graph to view the total value of invoices.

Click the tile to view more details.

The Totals Tab

The Totals tab displays the total overdue invoice amounts, broken into four age groups (Under 30, 30-60, 60-90, and Over 90 days overdue) and a grand total, for each customer. 

The Details Tab

The Details tab lists the individual overdue invoices, grouped by customer or by the age of the overdue invoice. Use the Group by options to group the invoices by customer or age.

Click a row to view more details about the invoice, including the total invoice amount, payment information, and sales account details.

The Trends Tab

Note:

• The Trends tab requires a month's worth of data before it can start plotting trend lines. 

The Trends tab displays a rolling 12-month line graph of your aged invoice amounts. This feature aims to help track customer payment trends to support more effective reconciliation. 

Hover over a point on the graph to see a tooltip showing that month's and year's amounts.