Skip to main content

Sales Aging Overview

The Sales page provides a clear picture of your outstanding invoices, organised by how long they have been due.

Aging Buckets

Screenshot: The Sales Aging page showing the five aging bucket cards (7, 30, 60, 90, 120+ days) at the top with invoice counts and amounts, and the invoice summary table below.
At the top of the Sales page, five aging cards show your invoice aging at a glance:
BucketDescription
7 DaysInvoices 0-7 days old
30 DaysInvoices 8-30 days old
60 DaysInvoices 31-60 days old
90 DaysInvoices 61-90 days old
120+ DaysInvoices over 90 days old
Each card displays:
  • Invoice count - A badge showing how many invoices fall in that range
  • Amount outstanding - The gross amount minus any credits applied
  • Credits - Shown separately in red if credit notes have been issued
  • Sales total - Original sales amount before credits

Invoice Summary Table

Below the aging cards, a detailed table lists all invoices with:
  • Customer Name/Ref - The customer linked to the invoice
  • Invoice Reference - Unique invoice number
  • Invoice Date - When the invoice was issued
  • Amount Outstanding - Balance still due
  • Total Paid - Cumulative payments received (shown in green, click to view payment breakdown)
  • Invoice Status - Draft, Approved, or Sent
  • Credit Notes - Any related credit notes with their own outstanding and paid amounts

Actions

  • Click an invoice row to open a detailed invoice preview and analysis
  • Click the green “Total Paid” amount to see a breakdown of payments received
  • Create Credit Note - Available via the dropdown action for qualifying invoices
  • Search and filter invoices using the toolbar