Receivables
See open invoice balances by how far past due they are, per job and per customer, and download them.
Sidebar → Analytics → Receivables shows what customers still owe, grouped by how many days past the due date each invoice is. It's always as of today, so there's no period to pick.
What counts as open
An invoice counts when its status is Sent or Open and it has a balance due. Draft, closed, void, cancelled, and archived invoices are left out. The amounts are each invoice's Balance Due, not its total.
Age is counted in days past the due date:
| Group | Due date |
|---|---|
| Current | Today or later. |
| 1–30 days | 1 to 30 days ago. |
| 31–60 days | 31 to 60 days ago. |
| 61–90 days | 61 to 90 days ago. |
| 90+ days | More than 90 days ago. |
An invoice with no due date is aged from its invoice date instead. The note at the bottom of the page says how many invoices that applies to.
Read the totals
The cards at the top show Total open and each age group, with the number of invoices. Open balance by age shows the same groups as a chart. Click Table at the top right of the chart for the numbers as a table.
Click a card or a bar to open the Invoices list filtered to Sent and Open invoices with a Due Date in that group, largest balance first. The Invoices list also shows archived invoices, so it can list more than the card counts.
See balances by job or customer
Under Open balances, pick By job or By customer. Each row shows its open invoices, the balance in each age group, and the total. A Total row sits at the bottom.
- Click a job's name to open the job.
- Click a customer's name to search Contacts for them.
- Invoices that aren't linked to a job are grouped as No job, and those with no contact as No customer.
Click a column name to sort by it, and click again to flip the order. The table opens with the largest total first.
Download the table
Click Download CSV to save the table you're looking at, By job or By customer, in the order shown, with a total row. The file is named for today, for example receivables-by-job-2026-10-17.csv.
The numbers come from the same saved copy of JobNimbus as the other Analytics pages. Click Refresh under the title for the latest.