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Documentation Index

Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

This report shows all your outstanding invoices organized by how overdue they are. It’s your go-to tool for following up on late payments.

Age brackets

BracketMeaning
CurrentDue within the next 30 days
30–60 days1-2 months overdue
60–90 days2-3 months overdue
90+ daysMore than 3 months overdue - needs urgent follow-up

What it shows

The report groups unpaid invoices by customer, with outstanding amounts organized into age brackets. Expand any customer row to see individual invoice details:
  • Status
  • Invoice Date
  • Due Date
  • Number
  • Amount Due

When to use it

  • Weekly check - see who needs a payment reminder
  • Cash flow planning - understand how much money is outstanding
  • Escalation - identify invoices that are dangerously overdue

Running the report

  1. Go to ReportsUnpaid Invoices
  2. Click Generate
  3. Review by age bracket
  4. Click through to individual invoices to send reminders
Follow up early. An invoice that’s 30 days late is much easier to collect than one that’s 90+ days. Use this report weekly to stay on top of receivables.