Guide · Aging
An accounts receivable report for Shopify wholesale: aging by days past due
An aging report answers the question every wholesaler asks when cash gets tight: who owes us money, and how long have they owed it? It lists every open invoice by how many days it is past due, in buckets — current, 1–30, 31–60, 61–90, over 90 — and totals each bucket per customer and across the book.
Shopify's B2B records everything the report needs, but the report itself is not built in. This guide covers the rules that make an aging report trustworthy and how to keep one without exporting to a spreadsheet.
Days past due, not days since the order
The single most common aging mistake is counting from the order date. Payment terms differ per order — one customer on Net 30, another on Net 60, a due-on-fulfillment order that has not shipped yet — so a report that ages from the order date calls current invoices overdue. Age every open invoice from its own due date; an invoice with no due date yet does not age at all.
Buckets that add up
The five buckets, summed, must equal the total outstanding — for each customer and for the whole book. It sounds obvious; it is the check that catches a missed payment, a double-counted refund or an order counted in two currencies. If the buckets do not add up to the balance, the report is wrong somewhere and should not be trusted until it does.
- Current — not yet due, including credits (overpayments), which never age.
- 1–30 days past due — the nudge zone; a reminder is usually enough.
- 31–60 and 61–90 — pick up the phone; check for payments made by transfer and not yet marked in Shopify.
- 90+ — the number your accountant will ask about.
Partial payments
An invoice paid in part sits in the bucket of its due date at its remaining amount. The paid portion leaves the report; the remainder keeps aging from the original due date, not from the last payment.
A live view inside Shopify
StatementClerk's dashboard is an aging report that is always current: total outstanding, total overdue, an aging bar across the five buckets, and a table of every company with its balance, overdue amount, oldest open due date, and the last statement it received. The same buckets appear on each customer's statement, so what you see and what they see agree by construction — both are computed from the same ledger on the same day.
Before-due nudges close the gap Shopify's own reminders leave: a short "invoices coming due" email a few days before the due date, so fewer invoices reach the 1–30 bucket at all.