The AR Aging Report shows open customer receivables by aging bucket, with expandable invoice and credit detail.
What this report is for
Use AR Aging Report to review current accounts receivable by customer and age bucket.
This report is the best Sales report for net receivables because it considers payments, discounts, returns, and available customer credit.
Screen path
Dashboard > Sales > Reports > AR Aging Report
Controls and actions
| Control | What it does |
|---|---|
| Search | Searches by customer code, customer name, or invoice number. |
Expand All / Collapse All |
Shows or hides invoice and credit detail rows. |
| Customer row | Expands or collapses detail for one customer. |
| Invoice link | Opens Invoice Details. |
Copy for Excel |
Copies summary or expanded detail to the clipboard. |
Print PDF |
Downloads an AR Aging PDF. |
Refresh |
Reloads aging summary and detail. |
When search matches invoice detail instead of the customer code or name, PAX expands matching customers automatically.
Report columns
Summary rows show:
| Column | What it shows |
|---|---|
Customer Code |
Customer code. |
Customer Name |
Customer name. |
Current |
Net open receivable not past due. |
1-30 Days |
Net open receivable 1 to 30 days past due. |
31-60 Days |
Net open receivable 31 to 60 days past due. |
61-90 Days |
Net open receivable 61 to 90 days past due. |
91+ Days |
Net open receivable more than 90 days past due. |
Total Due |
Total net receivable for the customer. |
Expanded rows show invoice or credit detail, including invoice date, due date, original amount, credits/adjustments, days overdue, bucket amount, and total due.
What happens behind the scenes
PAX reads open and partially paid invoices, payments, early payment discounts, manual discounts, returns, and unlinked customer credits.
Invoice balance is calculated from invoice total amount less:
- Linked payments.
- Early payment discounts.
- Manual discounts.
- Completed return amounts, including return shipping and restocking fee logic used by the report.
Available unlinked customer credits are applied against aging buckets before totals are shown. The detail view can show Credit on Account rows to explain that netting.
Running, expanding, printing, or copying the report does not apply credit, record payment, update invoice status, or post accounting.
Troubleshooting
A customer is missing
Likely cause: The customer has no remaining net receivable after payments, discounts, returns, and available credits.
Safe fix: Clear the search field and review the customer in Customer Statement.
Contact support if: The customer has open invoices but no aging row appears.
Aging totals differ from Overdue Invoices
Likely cause: AR Aging calculates net balance due. Overdue Invoices lists invoice total amounts for past-due open or partially paid invoices.
Safe fix: Use AR Aging for receivables balance and Overdue Invoices for past-due invoice review.
Contact support if: A specific invoice balance appears wrong after reviewing payments and returns.
PDF does not include expected detail
Likely cause: The PDF uses currently expanded customers when expanded detail is requested.
Safe fix: Expand the needed customers or use Expand All, then print again.
Contact support if: Expanded detail still does not appear in the PDF.