What is the Prioritized Aging Report?

The Prioritized Aging Report (located on the home screen) breaks up your business’ customers based on their invoice due dates.

This report helps your business narrow down its focus by providing a breakdown of where certain customers fall and how many fall in each category.

 

To get a breakdown of which customers fall into the bucket, simply click on the color squared with the respective outstanding days you are interested in viewing: 

Example (below): Customers from the “Up to 60 days” Orange bucket



Suggested use: To increase productivity and simplicity, you can go to one of the buckets and start reaching out to the customers within the bucket.

Note: Customers with multiple invoices will show in the bucket corresponding to the most delinquent invoice.

 

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