AR Aging

Steps

1. Review outstanding balances grouped by how overdue they are.
2. Identify the accounts that need attention now.
3. Trigger reminders or a collections conversation.
4. Send a statement so the client sees every open invoice in one place.
5. Track the balance coming down over time.

Tips

• Working aging weekly keeps cash flow healthy and surprises rare.
• Statements and reminders work well together: one shows the full picture, the other prompts payment.

Related guides

• Invoices Create, send and track invoices with recurring billing, branded documents, online payment links and payment recording.
• Client Statement A clear account statement per customer showing charges, payments and balance, ideal for billing questions.
• Online payments Let customers pay invoices online with a secure link, plus support for recurring payments and multiple payment methods.