AR Aging Statements — outstanding receivables in TMSDASH

Overview

Review accounts receivable aging and print customer statements. Outstanding balances are bucketed into aging buckets (Current, 1–30, 31–60, 61–90, 90+ days) with totals and a distribution chart, and a per-customer statement lists every outstanding invoice with overdue days and a print-ready layout for collections.

How to get there

Key features

• AR aging buckets: Current, 1–30, 31–60, 61–90, and 90+ days with totals
• Aging distribution donut chart for a quick receivables read
• Per-customer statement with opening balance, outstanding invoices, overdue days, and closing balance
• Filter statements by customer and date range
• Print-ready statement layout for collections follow-up

Step-by-step

1. 1Open the sidebar → Finance → Invoices, then open the Statements tab.
2. 2Review the AR aging bucket cards for total outstanding by age.
3. 3Check the aging distribution chart for concentration in older buckets.
4. 4Filter by customer or date range to focus a statement.
5. 5Open a customer statement to see every outstanding invoice and its overdue days.
6. 6Click Print to produce a print-ready statement for collections.