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Accounts Receivable Aging Report Document Template

Track overdue invoices and categorize them by aging periods to manage collections.

Accounts Receivable Aging Report

Purpose: This report provides an overview of outstanding customer invoices, categorized by how long they have been overdue. It helps organizations monitor and manage collections effectively, identify potential cash flow issues, and prioritize follow-up actions.

Company Information

Company Name: {companyName}
Report Date: {reportDate}
Prepared By: {preparedBy}

Customer Summary

Customer Name Total Due Current 1-30 Days 31-60 Days 61-90 Days 90+ Days
{#customers}{customerName}{totalDue}{current}{days30}{days60}{days90}{days90Plus}{/customers}

Detailed Invoice Aging

Below is the detailed breakdown of invoices for each customer.

{#customers}

{customerName}

Invoice Number Invoice Date Due Date Invoice Amount Outstanding Balance Aging Period
{#invoices}{invoiceNumber}{invoiceDate}{dueDate}{invoiceAmount}{balance}{agingPeriod}{/invoices}

{/customers}

Notes and Follow-Up Actions

{#notes}

  • {title}: {description}

{/notes}

Conclusion

This report is essential for identifying overdue accounts and ensuring timely collection. It is recommended to follow up with customers listed under older aging periods and take necessary measures to recover outstanding dues efficiently.

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Accounts Receivable Aging Report Using Forms

collect client payment details to generate aging report from web form submission
generate accounts receivable aging report from invoice data entered by staff via form
create aging summary report based on vendor feedback submitted through online form
automate report creation from overdue payment details submitted via web form
produce custom aging reports using shared form for customer payment stats

Generate Accounts Receivable Aging Report Using APIs

generate accounts receivable aging report via API from ERP system
auto-generate aging report from CRM overdue invoice data using API
trigger AR aging summary document creation through accounting software API
create aging reports from external invoice management system using API integration
automatically produce AR aging documents from billing platform via API call

Integrations / Automations

automatically generate accounts receivable aging report from Google Sheets using Zapier
create aging reports from new QuickBooks invoices using Make integration
generate customer aging statement when a record is updated in Salesforce
trigger AR aging report creation when overdue invoice is flagged in Xero
build aging summary from Airtable payment data using automated workflow

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