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View Customer Aging

UPDATED: 5/2/23

Learn how to view invoice aging and export a list of invoices.

Screenshot of Customer Aging buckets.

How do I view invoice aging?

  1. Log into your account.

  2. Click on your account button to navigate to your dashboard.

  3. In the sidebar, Customer Aging.

  4. Click on an aging bucket to see a list of invoices.

Mobile

  1. Log into your account.

  2. Go to My Account > Customer Aging.

  3. Tap on an aging bucket to see a list of invoices.

  4. 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?

Screenshot of single customer aging bucket with Current Aging Details list and 'Display this List' link indicated for exporting..
  1. Go to Customer Aging.

  2. Click on an aging bucket.

  3. Click Display this List.

  4. Highlight and copy the list of invoices from the new tab.

  5. Paste into Google Sheets or Excel.


View My Invoices

Pay My Invoice

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