Using the Customer Aged Debt Report

Tapping Customer Aged Debt in the Other Reports screen displays the report. From this screen, you can

  • Find out the level of credit you are giving your customers.
  • View a list of your best customers (in terms of sales).
  • Change the date range of the report.
  • Send the report by email, print it or open it in another app.
What does the report show?

The Customer Aged Debt report shows how much money you are (or were) owed on a certain date.

The aged debt table shows the amount of money owed by each customer split into time periods. The 0-14 period represents your unpaid sales invoices that were dated in the last 14 days (or 14 days before the end date set for the report). Similarly, the 15-30 period shows the value of unpaid sales invoices that were raised earlier (between 15 and 30 days ago). If your customers always pay your invoices within 30 days of the invoice date, you should not expect to see any values in the 31-45 day column or older.

The total column on the right shows the total value you are owed by each customer.

The total row on the bottom shows the total value in each period. Values shown in the columns 91+ and 61-90 indicate debt that is older than 60 days. These will adversely affect your cash flow and you may be advised to contact your customers to arrange payment.

How do I view a previous year's report?

Use the back and forward buttons to change the report date quickly to the previous or next financial period. The report will run for the whole of the financial period selected.

Options in the settings Menu:
  • Change Date - You can set the date to run the report for a different point in time.
Options in the action Menu:

This button is used to send or print the report. It uses the standard Apple sharing panel and allows you to send the report by email or AirDrop, print it to an Airprint-compatible printer or send it to another app such as Dropbox. Three file formats of the report are available.

  • As shown (HTML) - The HTML format will open in a web browser.
  • Comma separated (CSV) - The CSV format contains the same information and is more suited to importing into a spreadsheet.
  • Both (ZIP) - The ZIP format contains both the HTML and CSV files compressed into a single zip file.