The AR aging report groups your outstanding invoices by how long they have been outstanding, giving you an immediate picture of which receivables are at risk of going uncollected. Instead of scanning through individual invoices, you can see the full shape of your receivables portfolio — and identify trouble spots — in a single view.Documentation Index
Fetch the complete documentation index at: https://help.daylit.com/llms.txt
Use this file to discover all available pages before exploring further.
What AR aging means
Every open invoice starts as “current” — meaning it is not yet past its due date. Once a due date passes, the invoice moves into an aging bucket based on how many days overdue it is. The longer an invoice sits unpaid, the harder it typically is to collect. Aging reports let you track this progression so you can prioritize collection efforts before balances become difficult to recover. Daylit uses five standard aging buckets:| Bucket | What it contains |
|---|---|
| Current | Invoices not yet past their due date |
| 1–30 days | Invoices 1 to 30 days past due |
| 31–60 days | Invoices 31 to 60 days past due |
| 61–90 days | Invoices 61 to 90 days past due |
| 90+ days | Invoices more than 90 days past due |
Viewing the aging summary
The aging summary appears on the main dashboard as a donut chart with five segments — one per bucket. Hover over any segment to see the dollar amount and percentage for that bucket. To see the full aging report with per-customer detail:Open the AR Aging tab
From the dashboard, select the AR Aging tab in the left navigation. The summary view loads with your current aging snapshot and key metrics including total AR, total customers with balances, and weighted average AR age.
Viewing aging details per customer
The aging detail view breaks down each customer’s outstanding balance by aging bucket, so you can see exactly which accounts are driving overdue exposure.Scroll to the customer table
Below the summary chart, the per-customer aging table lists every customer with an open balance, sorted by total AR descending. Each row shows the customer’s balance in each aging bucket.
Filter by bucket or risk level
Use the filter controls above the table to narrow results to a specific aging bucket (for example, show only customers with balances in the 90+ bucket) or to a specific AI risk level (high, medium, or low).
Viewing aging history and trends
Daylit stores a daily aging snapshot each time your accounting integration syncs. You can use these snapshots to see how your receivables have shifted over time.Open the trend chart
On the AR Aging summary page, click the trend icon next to any metric (such as total AR or 90+ days percentage) to open a historical trend chart for that metric.
Adjust the time range
Use the range selector to view the last 30, 60, or 90 days of history. You can also switch between daily, weekly, and monthly intervals for a higher-level or more granular view.
Available dates: viewing historical snapshots
Daylit takes a dated snapshot of your AR aging each day it syncs with your accounting system. You can navigate back to any previous snapshot date to see exactly what your aging looked like on that day.Open the date selector
In the AR Aging tab, click the Report date dropdown at the top of the page. The dropdown lists every date for which a snapshot is available.
Select a date
Choose any available date to load that day’s aging summary and customer-level detail. The page updates to reflect the data as it existed on the selected date.
Available dates are determined by when your accounting integration has synced successfully. If no sync occurred on a given day, that date will not appear in the selector.
Exporting an aging report
You can export your aging report as a PDF or CSV for sharing with your finance team, auditors, or investors.Open the export dialog
From the AR Aging tab, click Export in the top-right corner of the page. A preview of the report opens, showing the aging summary and customer breakdown as they will appear in the export.
Choose your format
Select PDF to download a formatted report suitable for printing or sharing, or CSV to download the raw data for further analysis in a spreadsheet.
Data freshness
All aging data is sourced from your connected accounting integration and recalculated after each successful sync. The report date badge on the AR Aging page shows when the current snapshot was last calculated. If a sync is in progress, the page continues to display the most recent completed snapshot until the new one is ready.For details on connecting or managing your accounting integration, see Integrations.
Related pages
Dashboard overview
Understand all sections of the AR dashboard and how they connect.
Cash flow forecast
See AI-predicted payment dates across a 13-week horizon.
Managing customers
Review customer profiles, aging breakdowns, and payment history.
Action center
Act on AI-recommended collection tasks for overdue accounts.