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This feature is in early access.The AR aging report is currently available to a limited set of customers. If you’re interested in enabling this feature, please reach out to your Orb account team, or contact support.

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Introduction

Orb’s Accounts Receivable Aging (AR aging) report breaks down outstanding receivables invoiced through Orb by how long they’ve been unpaid, helping finance teams manage collections and end-of-month reporting.  Use this report to:
  • Assess and forecast cash flow
  • Monitor customer payment behavior
  • Support bad-debt and allowance calculations
  • Prepare GAAP-compliant finance statements

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Key components

Standard aging buckets Orb groups your issued but unpaid invoices into 5 buckets:
  • Current: issue invoices that are not past the due date
  • 1-30 days past due: issued invoices that are between 1-30 days past the due date
  • 31-60 days past due: issued invoices that are between 31-60 days past the due date
  • 61-90 days past due: issued invoices that are between 61-90 days past the due date
  • 91+ days past due: issued invoices that are over 91 days past the due date
Date picker Show invoices “as of” a specific date (through the end of the day). Select a historical date to report on AR balances at a point in time for end-of-month close, or select the current date to follow up with customers for collections. Aragingdatepicker2 Pn Reporting configurations Pivot or filter data by a customer, invoice, or plan for additional reporting granularity and insights. 
Note: only subscription generated invoices will be attributed to a “Plan”. There is no “Plan” attribute for one-off invoices for ad-hoc charges your customer may incur.
Aragingconfigs Pn Extending the AR aging report Display additional metadata and download your AR aging report from Orb to CSV for further analysis.
Note: invoice status and plan status are only available in the “as of” current date view for collections.
Aragingexport Pn

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Data details

Invoices “as of” Orb shows invoices “as of” a certain date that meet the following criteria:
  • Collectible as of that date (invoice status = issued)
  • Unpaid
  • Created as of that date (backdated invoices will not show up in historical “as of” periods to preserve the integrity and auditability of the report)
Payment timing Orb records the paid date of an invoice as:
Invoice type / payment methodPayment timestamp
$0 invoice$0 invoices are automatically marked as paid upon issuance
Auto-collectedPayment is recorded when the default payment method is successfully charged
Manually “marked as paid”Payment is recorded on the payment received date
Invoices with small amounts below Stripe’s minimum charge thresholdSmall invoice amounts are automatically marked as paid upon issuance (and carried forward as a negative customer balance)
Partial payments are not yet supported in Orb at this time. Invoice details
  • Invoice amounts always represent the final amount due, inclusive of credit notes, tax and adjustments
  • Voided invoices are excluded the AR aging report for invoices “as of” or after the void action
  • Some invoices may show negative amounts, most commonly due to duplicative payment events being recorded in Orb (ex: settlement time for automatic payments conflicted with a manual “marked as paid” on the same invoice)
Sync timing Invoice data in Orb reports is refreshed regularly, and is usually available in the report within 20 minutes. Actual processing times may be longer during high volume periods (like invoicing cycle). Multi-currency If you bill in multiple invoicing currencies, select which currency you’d like to see your AR aging report from the currency dropdown.

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Access and eligibility

AR aging is available in the Reports tab.
All plans, and user roles have access to this report.