Purpose

Review money customers owe the business and identify balances that need collection follow-up.

Simple Example

The A/R Aging report shows total customer balances of $5,281.52, with amounts in current, 1–30, 31–60, and 61–90 day aging columns.

Simple Bookkeeping Decision Rule

Focus first on the oldest unpaid invoices, then review large current balances. Aging reports help decide who needs follow-up first.

Screenshot: Accounts Receivable Aging Summary
Accounts Receivable Review screenshot

Analysis

I reviewed the A/R Aging Summary Report as of May 22, 2026. The report shows total accounts receivable of $5,281.52. The aging totals are $3,756.02 current, $1,128.50 in 1–30 days, $241.00 in 31–60 days, and $156.00 in 61–90 days. There is no amount shown in 91 and over. This means most unpaid customer balances are current, but some invoices are overdue and need follow-up.

Result

The business can prioritize collection work by aging category. Older balances, especially the $156.00 in 61–90 days and the $241.00 in 31–60 days, should be reviewed first.