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Aged Receivables by Contact Report

Outstanding invoices for a single customer with overdue status. See what one customer owes and how overdue each invoice is. For every customer at once, use the Aged Receivables report.

Parameters

ParameterRequiredDescription
ContactYesSelect a customer from the searchable dropdown. This report shows invoices for a single contact.
As of DateYesPoint-in-time date for aging calculation. Recalculates overdue status but shows all invoices.
Invoice Date FilterNoRestrict which invoices appear by date range (From/To). When a From date is used, an Opening Balance row shows invoices before the filter start date.
OrganizationNoXero organization to report on.

Output

OrgID: Organization shortcode (auto-added)
OrgName: Organization name (auto-added)
Date: Invoice date
Reference: Invoice number
DueDate: Payment due date
Status: Overdue status text (e.g., "16 days overdue")
Total: Invoice total
Paid: Amount paid
Credited: Amount credited
Due: Amount still due

Tips

  • Focus on invoices in the Due column for collection efforts
  • The Status field shows aging in human-readable form (e.g., "16 days overdue")
  • Use the Invoice Date Filter to narrow results when a customer has many invoices
  • Cash Basis is not applicable for aged reports

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