Advanced Invoice AR Aging Report

Overview

For Legal Pro and Enterprise plan users, the Invoice AR Aging Report breaks down outstanding invoice balances by how long they have been unpaid, grouping amounts into aging buckets such as 31 to 60 days and 91 to 120 days. Use this report to identify overdue accounts receivable and prioritize collection efforts.

Accessing the Invoice AR Aging Report

1. Go to the Reports tab.
2. Select the Advanced tab.
3. Scroll or search for "Invoice AR Aging." If searched, look for the result with the Advanced badge next to it.
4. Click Open.

Using Filters

The Invoice AR Aging Report opens with these filters:

• Date: choose a preset range (e.g. Today, This Month, This Year) or a Custom Range. Defaults to This Month.
• Client
• Matter
• Account Manager
• Client Type
• Matter Type
• Currency Code: defaults to your firm's primary currency. Change it if you bill across multiple currencies and want to isolate one.
• Snapshot Mode: controls whether aging is calculated as of today or as of the end of the selected date range.
• Matter Assigned To
• Payment Applied

Click Filters to add more: Matter Status and Client Status.

If your firm is on the Enterprise plan, any custom fields you've configured are also available here as additional filters. Custom field availability is contextual to the report; only fields for the record types actually included in this report will appear. For example, invoice custom fields won't show up as filters on a report that doesn't include invoice data.

Once you land on a combination you'll use again, click Save Filters to to mark it as a favorite, making it accessible from the Favorites report category.

Running the Report

Set your filters and click Run Report. The grid below updates with outstanding balances broken into aging buckets. If it comes back empty, check your date range first, that's the most common reason a report shows nothing.

Understanding the Report Grid

Each row shows a single invoice's outstanding balance distributed across aging buckets based on invoice due date. The below are the key columns.

• Invoice ID / Invoice Date
• Client / Client ID
• Matter / Matter ID
• Invoice Total
• Paid
• Current
• 31 To 60
• 61 To 90
• 91 To 120
• Over 120
• Total Overdue

Customizing the Report Grid

• Columns: click Columns to show or hide any of the fields above, plus other available columns beyond the defaults listed here.
  • Enterprise plan firms will also see the same custom fields available here as additional columns, following the same contextual rule as the filters above.
• Reordering and resizing: drag column headers to rearrange them, or drag column borders to resize.
• Sorting: click a column header to sort by that field; click it again to reverse the order.
• Group By: the report is grouped by Client by default. You can uncheck it, or group by Matter, Account Manager, Client Type, or Matter Type instead.
• Page size: the items-per-page menu at the bottom controls how many rows show at once (100 by default, up to 1000), with page controls next to it for the rest.

Exporting the Report

Click Export and choose Export to Excel to download the current view.

Tips & Common Use Cases

• Run this report regularly to catch invoices sliding into older aging buckets before they become uncollectible.
• Sort by the Over 120 column to quickly find the most severely overdue accounts.
• Use alongside the Late Fee Report to see which overdue invoices have already accrued late fees.

Related Articles

• Advanced Reporting (overview)