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Invoice Aging

The Aging report page (/invoices/aging, linked from the Invoices page) shows all unpaid invoices grouped by how long they’ve been outstanding. It’s the quickest way to spot overdue accounts and trigger payment reminders.

Aging buckets

BucketWhat it means
Not yet dueInvoice is unpaid but the due date hasn’t arrived
0-7 daysOverdue by up to a week
8-15 daysOverdue 8-15 days
16-30 daysOverdue 16-30 days
31-60 daysOverdue 31-60 days
60+ daysSignificantly overdue

Only invoices with status Sent, Partially Paid, or Overdue and a positive outstanding balance count toward the buckets. Paid, draft, cancelled, voided, and credit-note invoices are excluded.

Per-client breakdown

Below the bucket summary, every client with at least one unpaid invoice is listed with three figures: Current due (not yet past its due date), Overdue, and Total outstanding. Rows are sorted by overdue amount first, so the clients who most need a follow-up call are at the top.

Running dunning and periodic billing manually

Two buttons on this page let you trigger sweeps that would otherwise only run on a schedule:

  • Run dunning now: sends overdue-payment reminder emails immediately. NyayX tracks which reminder tier (first/second/final) each invoice has already received and won’t send the same tier twice; each reminder attaches the invoice PDF again.
  • Run periodic billing: issues invoices for any periodic retainer fee components that have come due, the same job the automatic schedule runs.

Both are governed by toggles under Settings → Invoice Automation: dunning only sends if the Dunning reminders toggle is on, and the three reminder thresholds (in days overdue) are configurable there too, defaulting to 7 / 15 / 30 days. Periodic billing similarly only issues invoices if the Periodic billing toggle is on. If a toggle is off, running it manually here reports 0 sent/issued rather than an error.

Related: Invoices for raising and managing individual invoices.