Skip to main content

Client Aging Report

This guide explains how to use the Client Aging Report in Fiskl to track outstanding client balances and manage your accounts receivable.

Why use the Client Aging Report?

The Client Aging Report helps you:

  • See all outstanding client transactions at a glance
  • Identify slow-paying clients or potential bad debts
  • Manage and forecast cash flow more effectively
  • Prioritise which transactions need immediate follow-up
  • Make informed decisions about client credit policies

Before You Begin​

  • Invoices generate an accounts receivable entry when sent. Draft invoices do not appear in the report.
  • To filter by a specific client, make sure that client has been added in Fiskl. See Managing Clients.

What the Client Aging Report Shows​

The Client Aging Report shows all outstanding AR transactions and how long each has been unpaid. Use it to monitor cash flow, spot collection issues early, and prioritise which transactions need follow-up.

The report organises outstanding balances into configurable periods — for example, one month, two months, three months. Transactions older than your last defined period appear in a final Older column so nothing is missed.

Generating the Report​

  1. Select Accounting in the left menu.
  2. Select Reports.
  3. Select Client Aging Report from the reports list.
  4. Select Filters & Settings to open the settings panel.
  5. Configure your report settings (see Report Settings below).
  6. The report updates automatically as you adjust settings.

Report Settings​

The settings panel has two sections: Report Data Settings and Display Options.

Report Data Settings​

  • As Of Date — Set the date the report is calculated from. Select a preset from the dropdown or enter a custom date. Available presets include Today, This Week-to-date, This Month, This Month-to-date, and This Quarter. Presets resolve to the last day of the selected period — for example, This Month sets the As Of Date to May 31.
  • Clients — Select a specific client or leave empty to include all clients.
  • Period — Controls the size of each overdue column. Month creates monthly columns, Week gives a more granular view, and Quarter gives a broader one.
  • Number of Periods — Controls how many overdue columns appear. With Period set to Month and Number of Periods set to 4, the report shows four columns: 1 month, 2 months, 3 months, and 4 months overdue. Anything older appears in the Older column automatically.

Display Options​

  • Divide by 1,000 — Toggle on to display large amounts divided by 1,000 for easier reading.
  • Show Original Currency — Toggle on to display transaction amounts in their original currency alongside your base currency.
  • Compact — Toggle on to condense the report layout.
tip

Set Period to Month and Number of Periods to match your standard payment terms. For example, use three periods for 90-day terms. This aligns the columns with your terms and makes overdue transactions easier to identify.

Understanding the Report Views​

Summary View​

The summary view shows one row per client with their total outstanding balance across date-based columns.

ColumnDescription
ClientClient name
Date columnsOutstanding amounts by period. Column headings are based on your Period and Number of Periods settings — for example, May 2026, Apr 2026, Mar 2026, Feb 2026
OlderTransactions beyond your last date column
TotalTotal outstanding balance for that client

Detailed View​

The detailed view shows one row per transaction so you can see exactly what makes up each client's balance.

ColumnDescription
ClientClient name
TypeTransaction type (e.g. Invoice)
NameTransaction number and name
DateDate the transaction was issued
Date columnsThe period the outstanding amount falls into, based on your Period and Number of Periods settings
OlderTransactions beyond your last date column
TotalTotal outstanding balance for that client across all transactions

Adding Notes​

Select Notes at the bottom left of the report to add notes to your report. Notes appear in both the summary and detailed views and are included when you export.

Exporting the Report​

  1. Select the export icon in the top-right corner of the report.
  2. Select Google Sheets, Excel, or CSV as your export format.

The exported file includes all rows and columns from the report.

info

Exporting lets you combine aging data with other financial reports or create custom charts for presentations.

Analysing the Report​

Use these strategies to get the most from your Client Aging Report:

  • Identify payment patterns — Notice which clients consistently pay on time and which tend to delay.
  • Spot potential problems — Pay close attention to transactions moving into older columns.
  • Prioritise collections — Focus on larger balances and older outstanding transactions first.
  • Review credit policies — Use payment patterns to inform decisions about credit terms for individual clients.
  • Forecast cash flow — Estimate when you are likely to receive payments based on the aging data.

We recommend reviewing your Client Aging Report weekly or monthly to catch collection issues early.

Ask Fi​

Fi, Fiskl's built-in AI advisor, can help you interpret your aging data. Select the Ask Fi icon in the top right of the screen to ask questions about your outstanding balances, identify trends, or get guidance on next steps.

Common Issues​

A transaction is not appearing in the report

The Client Aging Report only includes AR transactions with an outstanding balance. Check the following:

  1. Confirm the invoice has been sent, not left in draft.
  2. Confirm the transaction date falls on or before your As Of Date.
  3. Confirm the transaction has not been fully paid or written off.

All transactions are showing in the Older column

This usually means the Number of Periods or Period setting is too narrow. Try increasing the number of periods or switching to a longer period such as month or quarter.

The report shows no data

If the report appears empty, check the following:

  1. Confirm your As Of Date covers the period when transactions were posted.
  2. Confirm the Clients filter includes the clients you expect to see.
  3. Confirm at least one sent invoice has an outstanding balance.