The Aging section helps you stay connected to the financial side of your accounts. It shows which invoices are current, which are overdue, and how those balances affect your forecasts and client relationships. Learning how to interpret and act on this data helps you strengthen accountability, support cash flow, and work in partnership with your finance team to maintain a healthy business rhythm.
By mastering Aging, you’ll strengthen your ability to:
Read and understand aging buckets (0–30, 31–60, etc.) to assess payment status.
Recognize overdue balances and understand how long payments have been outstanding.
Take proactive steps to address late payments before they affect forecasting or client trust.
Collaborate effectively with finance or management to resolve aging issues.
Use exports to inform conversations about account health and revenue planning.
Use this checklist to confirm you can confidently interpret and act on Aging data in support of both sales and finance goals.
I can open the Aging tab to view accounts receivable grouped by aging buckets (0–30, 31–60, etc.) and identify which accounts have overdue balances and how long payments have been outstanding.
I can prioritize outreach to clients with long-outstanding balances to help with cash flow.
I can collaborate with finance or managers to resolve aging issues and maintain forecasting accuracy.
