The aging report buckets open invoices at 0 to 30, 31 to 60, 61 to 90 and over 90 days by customer. Work it weekly: a note on every past-due invoice with who you spoke to and what they promised, so the next call starts where the last one ended.
Who owes you what, by age bucket, with the follow-up log for each past-due invoice.
Carrier Pro and up
This feature is part of Carrier Pro ($149.99/month) and the plans above it. Sign in to see whether your plan includes it.
Where to find it
The aging report buckets open invoices at 0 to 30, 31 to 60, 61 to 90 and over 90 days by customer. Work it weekly: a note on every past-due invoice with who you spoke to and what they promised, so the next call starts where the last one ended.
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