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Configure the A/R Aging Report

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Last updated on Sep 13, 2026

The A/R Aging Report helps you provide regular, repeatable reports on your outstanding A/R to outside parties, such as your board or your bank. The report builder lets you filter, group, and summarize your complete outstanding A/R list to fit different reporting needs.

How this report determines A/R

This report determines A/R using Payment records, not Invoice status alone. If an Invoice has a status of "Paid," but doesn't have an associated Payment record, the Invoice still appears on the A/R Aging Report. Payment records are created in Maxio Platform when you receive a Payment directly (manually, by import, or through Maxio Payments, Advanced Billing, or e-Invoicing), or when you sync Payments from a connected system: QuickBooks, Xero, NetSuite, Intacct, or Rillet (each gated by that system's own Payment sync step), or Stripe 1Way.

A/R Aging Report Builder with aging method, aging basis, five aging periods of 30 days, calculation grouping and invoice-detail options

Configure options

Go to Reports > Add Report > Finance Reports > A/R Aging to open the report builder. This report includes the following configuration options.

OptionDescription
Aging MethodChoose how the report determines what's outstanding as of the report date:
  • Current - The current and outstanding A/R as of today.
  • As of Date - Determines an Invoice's payment status based on its Payment Date. If an Invoice is marked Paid with a payment dated one month ago, setting the As of Date to two months ago shows the Invoice's remaining open balance in the report, since that payment falls after the As of Date. The Invoice date is also considered: if it falls after the As of Date, its balance isn't included in the report, since it wasn't yet past due as of that date.
Aging FromChoose which date the report ages from:
  • Due Date - Shows the Current A/R (not yet due) and day ranges for all outstanding, overdue A/R.
  • Invoice Date - Shows aging for all outstanding A/R based on day ranges from the Invoice's issue date. This doesn't consider payment terms; there's no Current bucket in this mode.
Number of Aging PeriodsDetermine the number of periods you want to use to divide your dataset.
Days per Aging PeriodDetermine the length of each aging period.
Calculation GroupingSelect how to group calculations: Customer: Name, Customer: Number, or Contract: Number. Multi-Entity Site is also available if multi-entity is enabled for your account.
Show InvoicesChoose how much Invoice-level detail to show: No Details - Fastest, Include Groupings Collapsed, or Show Groupings Expanded. The two grouped options list individual Invoices under each Customer and/or Contract row.
Additional Invoice DetailsSelect additional Invoice fields to include in the report output, such as Due Date, Applied Amount, Balance Due, Memo, PO Number, and portal activity (Last Emailed, Last Opened, Last Clicked). Custom fields on the Contract, Customer, or Invoice are also available.
Special SettingsEnable additional settings that affect the report's totals and which Payments are included:
  • Row Totals and Column Totals - add total rows/columns to the report.
  • Roll up Customers by Parent - groups a Customer's A/R under its parent Customer.
  • Show Decimals - shows amounts with decimal precision.
  • Include Credits (Overpayments) - includes credit and overpayment amounts in the results.
  • Include Unassociated Customer Payments - includes Payments not yet applied to an Invoice.
  • Do Not Include Failed Payments - excludes failed Payments from the calculation.

Report results

The example below shows the current A/R aging from the Due Date, grouped by Customer: Name, Customer: Number, and Contract: Number, with groupings collapsed.

A/R Aging report with current and 30-day bucket columns through over 120 days, showing one customer with balances in two buckets

This represents the complete and current outstanding A/R dataset. When Aging From is set to Due Date, the report distinguishes between A/R that hasn't yet been paid but is current ("Current") and A/R that's overdue and outstanding (listed in the various day ranges by total amount); the Current distinction doesn't appear when Aging From is set to Invoice Date.

With groupings collapsed, you can expand an individual Customer/Contract instance to see which Invoices are overdue for specific amounts within each day range.

You can access the individual Customer, Contract, Invoice, and (when Include Credits is enabled) Payment records in Maxio Platform by selecting the hyperlink within the expanded record.

If you want to see how your A/R aging trends over time rather than as of a single point in time, see Track A/R Aging Health Over Time.

Not sure this is the report you need? Start from the question instead in Which Finance Report Answers Which Question.

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