---
title: "Aging History by Customer"
slug: "aging-report"
updated: 2024-02-05T22:11:46Z
published: 2024-02-05T22:11:46Z
canonical: "help.cenpoint.com/aging-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Aging History by Customer

This article gives an overview of the Aging History by Customer report.

1. How to find the report.

2. See a list of customers with a balance.

3. See invoices with an open balance, color-coordinated by age.

4. Leave a note.

5. See previous notes.

6. Resend an Invoice or Statement.

7. See a customer's payment history.

8. Set an alert to follow up. 9. Send a text or email link an invoice.

10. Make a Payment 11. Send a Statement Link

#### 1. Go to A/R > Aging History by Customer

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/1%20aging%20report.png)

#### 

#### 2. This report gives you a list of all customers with a balance.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/7%20aging%20reports.png)

#### 3. For each customer you will see a list of invoices, color-coordinated by how overdue they are.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/8%20aging%20report.png)

#### 4. As you contact your customers you can leave a note

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/2%20aging%20report.png)![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/3%20aging%20report.png)

#### 

#### 5. You can see the date of the previous note here… ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/9%20aging%20report.png)

And view the full note here…

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/4%20aging%20report.png)

#### 6. While speaking with customers you can resend them an invoice or statement.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/10%20aging%20report.png)

#### 7. You can see a customer’s payment history, with the “Customer Statistics” button.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/5%20aging%20report.png)

#### 8. You can set a reminder for yourself, or others in the office, to follow up with the customer in the form of an alert. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/6%20aging%20report.png)

#### 

#### 9.Send an invoice link via text or email

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Untitled(282).png)

#### 

#### 10. Make a Payment

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Untitled(281).png)

#### 11. Send a Statement Link

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/TEstUntitled(5)(1).png)