How to Use the Aged Receivables Report in Odoo 19: Complete Guide

The Aged Receivables Report displays partners (customers) as the primary grouping level. For each partner, the report shows individual invoice lines with columns for Invoice Date, At Date (current due), 1-30 days, 31-60 days, 61-90 days, 91-120 days, Older (120+ days), and Total. Each partner row shows the total receivables across all aging buckets with the ability to unfold individual invoice details.

The Date filter allows you to choose from predefined timeframes including Today, End of Month, End of Quarter, or End of Year, or you can select a Specific Date for historical performance review. The Account filter provides two options: Receivable for standard customer invoices and Non-Trade Receivable for non-trade related receivables such as employee advances or inter-company transactions.

The Posted Entries filter provides advanced control over data visibility. The Draft Entries option includes unposted draft invoices in the report, showing expected future receivables. Unfold All expands every partner and invoice line to show full detail. Show Currency adds Currency and Amount Currency columns for multi-currency environments. Show Account displays the associated account field, and Hide lines at 0 removes any lines with zero balance for a cleaner view.

The Currency Format filter allows you to scale the display of monetary values. Choose In $ for amounts with two decimal places, an integer format for whole dollar display, In K$ for thousands, or In M$ for millions. This is particularly useful when preparing reports for executive review where simplified figures improve readability.

The Aged Receivables Report can be exported easily using the PDF and XLSX buttons at the top left corner. The Gear icon provides two additional advanced options: Copy to Document and Insert in Article. Clicking Copy to Document opens a pop-up where you can choose the export format (PDF or XLSX), add a Document Name, select a Folder, and assign Tags before clicking Export.

Each partner row in the report includes Partner and Statement buttons. Clicking the Partner button opens the partner form where you can view or edit customer configuration details including contact information, payment terms, and accounting settings. The Statement button generates a detailed Customer Statement showing all due invoices for that partner, with columns for Invoice Date, Due Date, Amount, Amount Currency, and Balance.

To understand how aging buckets work, consider three sample invoices created for a customer named Joel James. The first invoice (INV/2025/00078) is created on July 1st with a due date of July 10th, meaning the payment is more than 120 days overdue, placing it in the Older bucket. The second invoice (INV/2025/00079) is created on August 1st with a due date of August 29th, putting it approximately 61-90 days past due. The third invoice (INV/2025/00080) is created on October 1st with a payment date of November 1st, which falls within the 1-30 days bucket.

When you unfold the partner Joel James in the Aged Receivables Report, all three invoices appear with their respective aging bucket assignments. The report automatically places each invoice into the correct bucket based on the number of days past due, enabling at-a-glance assessment of which invoices require immediate collection attention. The Total Receivable row at the bottom of the report aggregates all amounts across partners and aging buckets, providing a comprehensive company-wide view of outstanding receivables.