AR Aging Report Generation
Building an accurate AR aging report means exporting open customer invoices, sorting them into aging buckets, and then manually adjusting for invoices under dispute, payment plans, or credits pending application so the report doesn't misrepresent genuinely collectible receivables as simple overdue debt. This gets rebuilt in a spreadsheet every week for the collections meeting, and the moment a new invoice posts or a payment clears, the spreadsheet is out of date again — so whoever owns it is stuck re-exporting and re-adjusting the same manual work on a loop.
STARTING PRICE
From €99
Starter tier · Single-workflow automation, one core integration, fast turnaround.
Get a quote →Saves roughly 2-3 hrs/week for a mid-sized AR/collections team.
How the automation works
We connect directly to your accounting system and generate the AR aging report live, using your defined bucket structure and automatically separating disputed invoices, active payment plans and pending credits from straightforward overdue balances rather than lumping everything into one number. The report includes a short AI-written summary calling out which customers have the fastest-growing balances or just crossed into a new aging bucket, so the collections team can prioritize outreach from the report itself instead of re-deriving priorities by eye.
Process flow
- 01
Scheduled or on-demand refresh trigger
The aging report regenerates automatically on a schedule or instantly on request, always reflecting current data.
- 02
Pull open receivables integration
All open customer invoices are pulled directly from Xero or QuickBooks with due dates, dispute flags and payment-plan status.
- 03
Apply aging buckets with context ai
Invoices are sorted into aging buckets, with disputed invoices and active payment plans shown separately rather than counted as plain overdue debt.
- 04
Highlight priority accounts ai
A short written summary flags customers with the fastest-growing balances or newly crossed aging thresholds, giving collections a starting point.
- 05
Deliver report output
The report is delivered by email, dashboard link or straight into your reporting tool, broken down by customer and by sales owner.
Inputs
- Open customer invoices with due dates
- Dispute and payment-plan status flags
- Customer and account-owner mapping
- Custom aging bucket definitions
Outputs
- AR aging report by customer and bucket
- Priority-account summary for collections
- Disputed/payment-plan exclusions view
- Historical DSO and aging trend data
Works with
Prefer a fully custom build instead of an off-the-shelf integration? We scope both options during your free consultation — most jobs like this one work fine on standard connectors, but higher-volume or non-standard systems sometimes need bespoke API work, reflected in the complex tier.
Where this goes wrong if you get it wrong
- Invoices under active dispute shouldn't be reported in the same overdue totals as invoices simply unpaid past terms — mixing them overstates real collection risk and causes collections teams to chase accounts that are actually in a legitimate resolution process.
- Customers on a formal payment plan will always show as technically overdue against the original invoice due date unless the report understands the plan schedule — otherwise a customer paying exactly as agreed looks identical to one who's stopped paying entirely.
- Partial payments need aging calculated against the remaining open balance and original due date, not reset to the most recent payment date, or partially settled invoices will misleadingly appear current.
- A customer with balances across multiple entities or business units needs consistent rollup logic decided up front — aggregated group exposure and per-entity exposure can tell very different risk stories for the same customer, and collections needs to know which one they're looking at.
Frequently asked questions
How is this different from AP aging report automation?
AR aging tracks money owed to you by customers rather than money you owe vendors, and includes AR-specific context like disputes, credit holds and payment plans that don't apply on the payables side.
Can it separate disputed invoices from genuinely overdue ones?
Yes — disputed invoices and those on active payment plans are shown in their own category rather than folded into standard overdue totals, so the real collectible-risk number stays accurate.
Does this help prioritize collections outreach?
The report includes a written summary flagging accounts with the fastest-growing balances or newly overdue status, giving the collections team a starting point instead of scanning the full list manually.
Can different sales owners see just their own accounts' aging?
Yes, the underlying data supports filtering and delivering account-owner-specific views alongside the company-wide report.