Current — not yet due

1–30 — 1 to 30 days past due

31–60 — 31 to 60 days past due

61–90 — 61 to 90 days past due

90+ — more than 90 days past due

Click a card to show only clients with a balance in that bucket.

Combine cards — click 1–30 and 31–60 to work with both at once. Click a selected card again to remove it.

Click the Past Due total to select every overdue bucket at once (1–30 through 90+). Current is left out.

Group By — in Filters, group clients by Client Type, Sales Person, or Managed By. Each group gets a collapsible header with its own subtotals; the default is a flat list of clients.

Sort any column — the default is Total, largest exposure first.

Drill down — click the eye icon (or any amount in a row) to see the open invoices behind it: invoice number, order, dates, days past due, bucket, balance, and status. If you had buckets selected on the main page, the window opens on that same selection, so you can filter, review, and send without starting over. Use the bucket buttons at the top of the window to change it.

Last Statement Sent — shown by default, so you always know who has already been chased. It reads Never when no statement has gone out, and it carries through to your exports.

Show / Hide Columns — extra columns are available (Email, Term, Sales Person, Managed By, Open Invoices, Store Credit). Your column choices and their order are remembered for you.

Clients with a negative (credit) balance show a CREDIT badge.

Client Type, Event Type, Sales Person, Managed By, Term — multi-select filters

Balances As Of — pick a past date to see balances as they stood on that day (payments received after the date are excluded). A banner reminds you when you're not looking at live data — this is ideal for month-end reporting.

No Statement Since — pick a date to keep only clients whose last statement is older than that date, plus clients who have never received one. Use it to catch anyone who has gone too long without a reminder.

Hide Clients Under — hide clients whose total is below an amount, cutting the long tail of small balances

Show Only Past Due — hide clients whose entire balance is Current

Include Credit Balances — on by default; untick to hide clients with a negative total

Open the client's invoices with the eye icon, then click Statement Email.

Rentopian fills in the recipients for you. It uses the client's accounting and billing contacts when they have any, and sends to all of them. If there are none, it uses the client record email, then the primary contact. You can add or change addresses, and the field takes more than one.

Optionally pick a payment method for the payment link, then review the pre-filled subject and message.

Before you send, the window tells you exactly what the statement covers — which buckets, how many invoices, and the amount. With no buckets selected, it covers all of the client's open invoices.

Click Send. The client receives one statement with a cover page and attached invoice copies.

Pick the buckets you want to chase first — one bucket, several, or the whole Past Due total.

Select clients with the checkboxes — individually, per group, or with the Select All checkbox. The selection bar shows how many clients and dollars you've picked.

Click the send button. It names the buckets you're working in, and it turns off when there is nothing to send in those buckets.

If any selected clients have no email address on file, the window tells you how many. Open the list to see who they are, and export it to Excel to clean up later.

In the confirmation window you can:

— Include or exclude each client before anything is sent

— Adjust each client's email addresses — accounting and billing contacts are filled in already, and you can add more than one

— Pick a payment method per client, or use Payment Method For All to apply one choice across the batch

— Review and edit the subject and message — this is your statement email template, and shortcodes are filled in per client when each email is sent

Click Send. Each included client gets one statement covering their invoices in the buckets you chose, and you'll see a summary of what was sent, failed, or skipped. Clients are skipped when they have no valid email address, or no open invoices in the selected buckets. If one address has unsubscribed, only that address is dropped — the rest of the send goes through.

Sent statements appear under Accounting → Statements, and the Last Statement Sent column updates so you always know who has already been chased.

In the client's invoice list, click Make Payment next to an invoice to open the payment screen pre-filled for that invoice.

Or use the Receive Payment button at the bottom of the window to start from the client's oldest unpaid invoice — you can add their other open invoices on the payment screen.

Quotes are not receivables. Only invoices that belong to an order are counted.

Voided invoices, canceled and expired orders, and order templates are excluded.

Fully paid invoices don't appear — a client only shows while something is outstanding.

Only completed (charged) payments count toward the balance.

Invoices without a due date count as Current. A note under the table tells you how many there are.