Outstanding balances is the list of who owes what and for how long. Work it weekly, oldest first, and it stays short.

What it shows

Outstanding balances is a snapshot of every invoice still owing at the location, aged by its due date (or issue date if it has none) into four bands. Void, written-off and refunded invoices are excluded. The bucket table shows how much of the debt sits in each band and what share that is.

Filters: a location. It needs the financial reports permission, which Administrators and Bookkeepers have.

The Outstanding balances report with Total outstanding, Invoices owing, Oldest and 90+ days figures and a table of the four age buckets with amounts and percentages.
Outstanding balances showing $3,000.00 owing across 51 invoices, all of it under 30 days old.

Reading it

Headline figures: Total outstanding, Invoices owing, Oldest, 90+ days.

Columns: Bucket, Amount, % of total.

Partial refunds An invoice refunded in part keeps its paid status and a credit note, and doesn't appear here. One with a balance after a partial write-off does.

Acting on it

Start with the 90+ band. For each invoice: take a payment, send a payment link, or write it off if it won't be collected, so the figure reflects reality. The same figure is the Outstanding balances pin on the Reports page and the Outstanding item on the dashboard.