Aging & collections
The Ledger tier turns the credit ledger into a working receivables desk inside Shopify.
The aging report
Section titled “The aging report”Every company’s outstanding invoices bucketed the way accountants expect: current · 1–30 · 31–60 · 61–90 · 90+ days overdue, with totals per company and for the book. Filter by bucket, sort by amount, export CSV. The headline number – total overdue – is on your dashboard every day.
Aging report £4,210.00 overdue
| Company | Current | 1–30 | 31–60 | 61–90 | 90+ |
|---|---|---|---|---|---|
| Aldgate Homeware Co | £8,050.00 | — | — | — | — |
| Severn Valley Interiors | £1,240.00 | £1,870.00 | £470.00 | — | — |
| Moss & Co Trading | £3,660.00 | £1,870.00 | — | — | — |
| Total | £12,950.00 | £3,740.00 | £470.00 | — | — |
The collections queue
Section titled “The collections queue”A worklist of every overdue invoice, oldest first, each with one-click actions: send a reminder, log a promise-to-pay (with a date that resurfaces it), record an offline payment, apply a credit hold, or write off (a manual adjustment with a required note). Items leave the queue only by being paid, promised, held, or written off – nothing slips through by being scrolled past.
Statements
Section titled “Statements”Monthly statements per company: opening balance, invoices, payments, closing balance, in your currency with your logo. Sent automatically on a day you choose, or on demand. Buyers also see statements in their customer account.
Reminder sequences
Section titled “Reminder sequences”A default sequence you can edit: 3 days before due (gentle) → due date → 7 days over (firm) → 14 days over (final, warns of hold if automatic holds are on). Every message states invoice numbers, amounts, and dates; every send is logged on the company timeline. Per-company opt-outs exist for the accounts you handle personally.