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

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. Use the bucket buttons at the top of the window to focus on one bucket.

Show / Hide Columns — extra columns are available (Email, Term, Sales Person, Managed By, Open Invoices, Last Statement Sent, 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.

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.

Choose the recipient from the client's email addresses (or type a different one), optionally pick a payment method for the payment link, review the pre-filled subject and message, and click Send.

The client receives one statement covering all of their open invoices, with a cover page and attached invoice copies.

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 Send Statements. In the confirmation window you can:

— Include or exclude each client before anything is sent

— Adjust each client's email address (for example, a billing contact)

— 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 open invoices, and you'll see a summary of what was sent, failed, or skipped (for example, a client with no valid email address).

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.