- Add invoicesPaste or upload CSV
- Confirm columnsCheck mapping and date
- Review reportInspect and download
Build an accounts receivable aging report from CSV
Step 1
Add your open invoices
Paste CSV rows or upload an export. Nothing leaves this browser.
Browser onlyBasic usage analytics
Header row + one row per invoice
Required columns
- Customer
- Invoice number
- Due date
- Amount due
Paste rows or upload a file to continue.
Step 2
Confirm columns and report settings
We detect common headers. Confirm the mapping, source formats, report date, and currency label.
What to enterThe column containing the date payment was due for each invoice.Where to find itUse the due-date field from the accounting or invoicing export, not the invoice issue date or payment date.ExampleFor an invoice due June 30, 2026, the selected column should contain 2026-06-30 or the matching source format.If you are not sureOpen one invoice in the source system and confirm which exported column matches its payment due date.
What to enterThe remaining unpaid balance for each open invoice.Where to find itUse the open balance as of the report date, not the original invoice total or amount already paid. A past report needs a saved balance snapshot from that date.ExampleIf a $1,000 invoice has $250 left to collect, the amount due should be 250.00.If you are not sureCheck one partially paid invoice in the source system before generating the report.
What to enterThe order used for year, month, and day in the CSV due-date column.Where to find itLook at an unambiguous due date in the pasted or uploaded file.Example2026-07-31 is YYYY-MM-DD; 07/31/2026 is MM/DD/YYYY; 31/07/2026 is DD/MM/YYYY.If you are not sureCheck a date where the day is greater than 12 so month and day cannot be confused.
What to enterThe decimal and thousands separators used in the CSV amount-due column.Where to find itCopy the format shown in the source export. Every amount in one report must use the same convention.Example1,234.56 uses dot decimal; 1.234,56 uses comma decimal.If you are not sureInspect an amount with cents and a value above 1,000 before choosing.
What to enterThe date the aging report should represent. Days past due are measured from this date against each invoice due date.Where to find itUse today with a current open-balance export. For a past period end, use an export or saved snapshot showing balances open on that same date.ExampleFor a June 30 report, choose June 30 and use the open-invoice balance snapshot from June 30.If you are not sureUse today with a current export. Changing this date alone does not reconstruct historical balances.
Generated report
Accounts Receivable Aging Report
Aging buckets
Positive balances use a share of gross positive receivables. Credits are shown separately and are not aged.
| Bucket | Amount | Share | Invoices |
|---|
Customer follow-up view
| Customer | Outstanding | Overdue | Oldest | Age band | Next review |
|---|
Invoice detail
| Customer | Invoice | Due date | Amount | Days past due | Bucket |
|---|
This report organizes the CSV values you supplied. Review credits, disputes, partial payments, currencies, and source-system status before using it for accounting or collection decisions.
Data quality
Tool guide
What to know before using the result
The main task stays first. Open these notes only when you need the source rules, method, or boundaries behind the result.
One CSV with customer, invoice number, due date, and amount due
Aging buckets, customer review list, issue checks, and downloadable CSVs
Runs in this browser; basic actions only
Limits and checks before using the result7 notes
Source requirements and report boundaries
- The source CSV must contain one row per open invoice with customer, invoice number, due date, and outstanding amount.
- Direct CSV input is limited to 5 MB. Split larger exports before using this page.
- Choose the source amount format explicitly. Dot-decimal and comma-decimal amounts cannot be mixed in one report.
- Currency selection changes labels only; the tool does not convert currencies or combine different currencies.
- Changing the report date does not reconstruct historical balances. A past period requires an open-invoice export or saved balance snapshot from that date.
- Review bands come from the oldest positive overdue invoice. They are not bad-debt predictions, legal advice, or collection instructions.
- The printable summary shows at most 100 customers and 100 invoice rows; CSV downloads contain every included row.
Calculation method & official sources4 steps
Calculation method and references
- Days past due equals the selected report date minus each invoice due date.
- Positive invoices are grouped into Current, 1-30, 31-60, 61-90, and 91+ day buckets; negative balances are listed separately as credits and are not aged.
- Customer totals combine included rows; the oldest positive overdue invoice sets the transparent age-based review band.
- Invalid and zero-balance rows are excluded and listed. Duplicate customer-plus-invoice keys block the report until the source has exactly one row per invoice.
References
- QuickBooks: Run an accounts receivable aging report — Standard aging methods, periods, summary, and detail report fields.
- Xero: Accounts Receivable Aging Summary — Customer-level aging report behavior and report-date handling.
- FreshBooks: Accounts Aging report — Outstanding and overdue invoice reporting workflow.
- Journal of Accountancy: AR aging in Excel — Manual spreadsheet use when a source accounting system lacks the report.
Step-by-step usage guide3 steps
Use AR Aging Report
- Upload an open-invoice CSV or load the worked example.
- Confirm the four source columns, date format, report date, and currency label.
- Review aging buckets and age-based customer bands, then download customer, invoice, or issue CSVs.
FAQ
Can I see an accounts receivable aging report example first?
Yes. Choose Use example data to add a worked open-invoice CSV with current and overdue rows. Generate the report to inspect the bucket totals, customer summary, invoice detail, and downloadable output before using your own file.
Which columns does the CSV need?
Each row needs a customer, invoice number, due date, and outstanding amount. The page detects common headers and lets you confirm the four mappings, date format, and amount format before generating the report.
How are invoices assigned to aging buckets?
The selected report date is compared with each due date. Not-yet-due invoices are Current; overdue invoices go into 1-30, 31-60, 61-90, or 91+ days.
Does this upload invoice or customer data?
No. CSV parsing, aging calculations, copying, printing, and report downloads run in this browser. Basic analytics record only page and tool actions and never read invoice data, filenames, or report contents.
What happens to credits and bad rows?
Negative balances are included in net outstanding but shown in a separate credits row; they do not reduce positive overdue buckets. Invalid and zero-balance rows are excluded. Duplicate customer-plus-invoice keys block the report so the page never guesses whether rows should be summed or deduplicated. Every issue can be downloaded as CSV.