Aged Debtors report
This article explains how to access, filter, view and export the Aged Debtors report in FreeAgent which shows you which customers owe you money at a particular date, and how much they owe you.
Accessing the report
Navigate to the ‘Accounting’ tab at the top of the screen and select ‘Reports’ from the drop-down menu.
Navigate to the 'Breakdown' section and select 'Aged Debtors'.
The Aged Debtors report shows how much each customer owes you, and a breakdown of each invoice. If your business is registered for VAT, the figures shown on the report will be inclusive of VAT.
You can choose to show or hide this information for each customer by selecting the arrow next to their name.
The column headers (0-30 Days etc) indicate how long before the report date you issued each invoice. There's also a grand total of how much your customers owe you at the bottom of the screen.
Filtering the report
You can choose whether you view this information ageing by the 'Invoice date' (the date the invoice was created), or by the 'Due date' (the date tied to the payment terms of the invoice). This means you can view how long the invoice is overdue by either by the issued date, or by the due date.
Alternatively, there are a number of different dates you can view the Aged Debtors report as at. You can view it as at:
- today’s date
- the end of a specific accounting year
- a custom date of your choice
Select the viewing option you want to use from the ‘Date’ drop-down menu.
If you choose the ‘Custom date’ option, you’ll be prompted to enter your chosen date in the ‘As at’ field. Select 'Apply' to view the report as that date.
Viewing the report
You can view the invoice dates and due dates for each customer by selecting the arrow next to their name.
Export the report
You can export the Aged Debtors report as either a CSV or PDF file. Choose the appropriate format from the 'Export Report' drop-down menu in the top-right corner.
You can set up automatic emails from FreeAgent to remind your customers to pay an invoice when it’s due or overdue, or manually send a reminder email once an invoice is overdue.