Chasing what is owed
Reports → Who owes us ages every unpaid invoice from its due date into current, 30, 60 and 90+.
Ageing runs from the due date, not the invoice date. An invoice on 30-day terms raised three weeks ago is not overdue, and a report that called it overdue would have you ringing a customer who has done nothing wrong.
Reading it
| Column | What it means |
|---|---|
| Current | Not due yet, or due today |
| 30 / 60 | Past its due date by that many days |
| 90+ | Three months and beyond — the column that decides whether you are still selling to them |
| Oldest due | The date of the oldest thing they owe on, which is what to open the conversation with |
Every customer on the list has a WhatsApp button beside them that opens a message with their balance already in it.
An invoice with no due date on it is aged from the day it was posted, so nothing can hide by having its terms left blank.