MIS Reports | AR Aging & Collections Report

AR ageing that points to the invoice and the customer to call today.

Ageing buckets across current, 1 to 30, 31 to 60, 61 to 90 and 90+ days. DSO trend over the last 12 months. Customer concentration by exposure and by ageing. Collection efficiency per collector. One-click drill from any number to the open invoice and the customer's payment history.

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AR Aging & Collections Report screenshot

How it works

From open invoices to a collection list.

Step 01

Ageing buckets pulled from open invoices

Every open invoice ages against its due date. The five standard buckets populate per customer, per entity, per state.

Step 02

DSO trend computed

Days Sales Outstanding computed on a 12-month rolling window with both gross and net (excluding disputes) views. The trend chart surfaces the trajectory.

Step 03

Customer concentration surfaced

Top 10 customers by exposure, by 90+ overdue and by collection slippage. The concentration risk panel shows what is at stake.

Step 04

Drill to the invoice and the call list

Click any number; the underlying invoices surface with customer contact, last reminder, last payment and dispute status. The call list assembles from the highest-priority overdues.

What the system does

Capability, input, output.

Capability	Input	Output
Ageing buckets	Open invoices + due dates	Five standard buckets per customer
DSO trend	12-month sales + receipts	Gross and net DSO with trajectory
Customer concentration	Receivable balances by customer	Top-10 exposure and ageing rankings
Collection efficiency	Collector-assigned customers + receipts	Per-collector performance
Call list assembly	Priority + last reminder + dispute status	Ranked call list for today
Drill to invoice	Bucket or KPI cell	Underlying invoices with customer contact

Ageing buckets

Input

Open invoices + due dates

Output

Five standard buckets per customer
DSO trend

Input

12-month sales + receipts

Output

Gross and net DSO with trajectory
Customer concentration

Input

Receivable balances by customer

Output

Top-10 exposure and ageing rankings
Collection efficiency

Input

Collector-assigned customers + receipts

Output

Per-collector performance
Call list assembly

Input

Priority + last reminder + dispute status

Output

Ranked call list for today
Drill to invoice

Input

Bucket or KPI cell

Output

Underlying invoices with customer contact

Compliance + integrations

Audit-ready ageing.

AR ageing aligned with the audited classification. Provision for doubtful debts surfaces from the ageing buckets per the entity's policy. The audit trail follows every adjustment.

Regulations we work within

Schedule III, Division I/II/III

Trade receivables classification with ageing.
Ind-AS 109 / AS-29

Provision matrix for expected credit losses.

Connects to

Email Customer payment reminders
WhatsApp Business Reminder delivery

AR Aging & Collections Report FAQ

What buyers ask.

Can collectors be assigned per customer or per region?

Yes. The collector assignment can run by customer, by region, by sales rep or by a combination. The collections dashboard rolls up per collector with their own list of priorities. Reassignment is a one-click move.

Disputes and credit notes. How do those affect ageing?

Disputed amounts are flagged on the invoice and excluded from the collection-priority calculation while disputed. Credit notes net against open invoices automatically. The net DSO view excludes both, while gross DSO shows the headline.

Does the ageing report integrate with payment reminders?

Yes. The collection workflow automates email and WhatsApp reminders by ageing bucket and by reminder count. The audit trail captures every reminder sent, the response received and the resulting commitment.

Related features

See your AR ageing with a call list for today.

Connect one entity. Open invoices flow into the ageing report. The collection priority and the call list show up immediately. Trigger reminders from the same screen.