Invoice Aging has two export buttons. Pick the one that matches the file you need.

Export the aging summary (matches the screen)

  1. Go to Sales > Accounts Receivable > Invoice Aging.
  2. Set the view you want:
    • Grouping: Total, Channel or Client.
    • Amounts or Invoice Count toggle.
    • The As of date.
  3. Click Export summary.
  4. In the pop-up message, click Go to Downloads, then open the file from the Download Center.

What's in the file

  • The first column is All, Channel or Client, depending on your grouping. It has one row per segment.
  • The other columns are Current, 1-30, 31-60, 61-90, 90+ and Total.
  • The last row is Totals.
  • With Amounts selected, the cells are dollar amounts. With Invoice Count selected, they are invoice counts.
  • The file includes every Channel or Client, not only the page shown on screen.

Export the individual invoices

Click Export invoices (the label may read "Export all invoices" or name the row you opened) for a flat list of open invoices as of the chosen date.

To narrow the list, open a Channel or Client row first. You can also click a bucket cell in that row. The button label changes to show the scope, and the export includes only those invoices.

Both exports are queued as background jobs and delivered to the Download Center.