Money owed

Aging reports under Reports → category Money Owed.

Before you start

• Pro / Enterprise Reports access
• Customer orders / vendor bills with open balances exist

Open Money Owed

1. Reports → Report Category → Money Owed.
2. Choose Unpaid Customer Bills or Unpaid Supplier Bills.

Unpaid Customer Bills

Which customers still owe you, and for how long.

Steps

1. Select Unpaid Customer Bills.
2. Loaded title: Accounts Receivable Aging.
3. Click Refresh.
4. Read summary buckets: Current, 1-30 days, 31-60 days, 61-90 days, 90+ days, Total Open.
5. Review grid: Customer, Invoice, Date, Due, Open Balance, Days Overdue, Bucket, Actions.
6. Click Open on any row to jump straight into that order's details — no need to search for it separately in Quotes & Orders.

Collect payment from Sales order details (Record Payment) — see Quotes & orders.

Unpaid Supplier Bills

Which supplier bills you still need to pay.

Steps

1. Select Unpaid Supplier Bills.
2. Loaded title: Accounts Payable Aging.
3. Click Refresh.
4. Use the same aging buckets as AR.
5. Review: Supplier, Bill, Date, Due, Open Balance, Days Overdue, Bucket, Actions.
6. Click Open on any row to jump straight into that purchase order's details.

Pay from Purchase Order details (Record Payment) — see Purchase orders.

What success looks like

• Open balances match what you expect from sales/purchases
• Overdue buckets highlight old debts

If something goes wrong

Related

• Quotes & orders
• Purchase orders
• Tax & bank