What Age Analysis shows you
Age Analysis groups your unpaid invoices by how many days they are past their due date — or past the invoice date, if there is no due date — so you can see at a glance who owes what and how overdue each one is. There are two of them, one for each side of your money:
- Age Analysis under Sales — headed Age Analysis — Customers, showing what your customers still owe you from your unpaid invoices.
- Age Analysis under Purchases — headed Age Analysis — Suppliers, showing what you still owe your suppliers from your unpaid supplier invoices.
Everything on these pages is worked out automatically from the invoices you have already captured. There is nothing to fill in, you only read it.
Open the report
- For what customers owe you, open Age Analysis under Sales (in the Sales tools card, or the Sales group on desktop).
- For what you owe suppliers, open Age Analysis under Purchases.
- Each one groups the unpaid amounts into 0–30, 31–60, 61–90 and 90+ day buckets, so the most overdue stand out.
Reading the buckets
At the top, a navy card gives the answer — Customers owe you, or You owe suppliers — after any credit held on account, and how many unpaid invoices make it up. Under How late it is it splits that into four age bands:
- Not due, or up to 30 days late.
- 31 – 60 days late: worth a friendly reminder.
- 61 – 90 days late: properly overdue, time to follow up.
- Over 90 days late: very old, needs your attention.
When credit is held on account, the card ends with Less credit you owe back (on the supplier report, Less credit they owe you) and After credits.
Reading the list below
Under the card, By customer (or By supplier) lists each name once, largest first: what they owe after their credit, how many invoices make it up and when the most pressing one is due (oldest 47 days overdue, next due in 7 days), and how late the oldest is. Someone who holds credit with nothing owing is listed too. Tap a name to see their invoices one by one — the reference (on the supplier report, the supplier's own invoice or reference number), the due date, how late it is in words, and the amount still owing — and, on the customer report, Open their Statement. The 📄 PDF and 📊 CSV / Excel list every open invoice with its age, with the same totals at the bottom.
When there is nothing outstanding, the list is replaced by a friendly note — 🎉 No customer owes you anything on the customer report, or ✅ You owe no supplier anything on the supplier one. An empty list is good news.
Credit held on account
If you are holding credit on account for a customer — say from a credit note you put on account instead of refunding — Age Analysis takes it off. The card shows Less credit you owe back, then After credits: the real position once that credit is used up. Each customer's own credit is set against what they owe in the list, and their line says how much — tap them, then Credit you owe them, to open Credit Notes. The supplier report works the same way: Less credit they owe you, then After credits.
Save or share the report
At the bottom of the page are two buttons. 📄 PDF gives you the whole aged report as a PDF to file or email. 📊 CSV / Excel gives you every open invoice with its age as a spreadsheet. On a phone, each button opens your phone's share menu with the file attached, so you can send it on WhatsApp or email, or save it to your files. On a computer it downloads.