Make an invoice aging view easier to use

An aging view groups unpaid invoices by how far past due they are. It is a review tool, not a promise of collection.

1. 01

   Check the invoice record

   Confirm the customer, amount, issue date, due date, and current status against the source invoice.

2. 02

   Separate due soon from overdue

   Use due dates to distinguish invoices that are still within terms from ones that need follow-up.

3. 03

   Review context before reaching out

   Check for a recent payment, credit, dispute, or agreed extension before preparing a reminder.

4. 04

   Keep next steps recorded

   A clear note about the last review or contact can help your team coordinate follow-up.

General educational information only.