Reviewing Client Aging and Overdue Invoices

Aging and overdue reports help identify unpaid client balances and prioritize follow-up.

Available reports

Client Aging: open balances grouped by client.
Aging Detail: individual open invoices.
Overdue Invoice Audit: past-due open invoices.
Overdue by Client: past-due balances grouped by client.

Read the buckets carefully

The available aging and overdue buckets vary by report. Open balance is not automatically overdue balance. Check the report's date basis and bucket labels, then open the invoice to verify its due date, recorded payments, and remaining balance.

Review workflow

Select the relevant client and other available filters.
Start with the grouped report to identify the balance.
Use invoice detail to explain it.
Confirm payments are recorded before taking collection action.

Viewing or exporting a report does not send an invoice reminder or contact the client. Use the authorized invoice communication workflow separately. If a payment was received outside CaseWyze but not recorded, the report may still show an outstanding balance.