updated: 5/2/23
Learn how to view invoice aging and export a list of invoices.
How do I view invoice aging?
-
Log into your account.
-
Click on your account button to navigate to your dashboard.
-
In the sidebar, Customer Aging.
-
Click on an aging bucket to see a list of invoices.
Mobile
-
Log into your account.
-
Go to My Account > Customer Aging.
-
Tap on an aging bucket to see a list of invoices.
-
Tap the ☰ hamburger menu and go to My Account to navigate to your dashboard from other pages.
How do I export a list of invoices?
-
Go to Customer Aging.
-
Click on an aging bucket.
-
Click Display this List.
-
Highlight and copy the list of invoices from the new tab.
-
Paste into Google Sheets or Excel.