How do I track outstanding and overdue student balances?

How do I track outstanding and overdue student balances?

How do I track outstanding and overdue student balances?

Accounts-receivable tracking lives on the Invoicing landing page and the Financial Dashboard. Both need billing:view.

Invoicing landing page

The top metric cards show:

  • Revenue This Month — with the count of invoices paid.
  • Outstanding Balance — with the open-invoice count. The card turns red when the outstanding balance is large.
  • Overdue Invoices — the overdue count, with the overdue amount, or All current when there are none.
  • Payments This Week — with the period collection rate.

Below the cards, the Overdue Invoices list shows each overdue invoice sorted oldest-first, with the student name, Due <date> · Nd overdue, the amount, a Send Reminder action, and View. See [[invoicing-send-reminders]].

What "overdue" means

An invoice is overdue when its Status is open and its Due Date is in the past. The detail view shows N days overdue, and outstanding invoices carry a days_outstanding value used to sort the overdue list.

Financial Dashboard

The Financial Dashboard adds a date-range filter and an Outstanding Invoices table with Student, Amount, Due, and a Status column that shows either Nd overdue or open. The Period Summary cards include Outstanding and Overdue totals, and Collection Rate. See [[invoicing-financial-dashboard]].

Per-student aging

For balances broken out by student — outstanding, overdue, prepaid credits, last payment — use the Student Balances page. See [[invoicing-student-balances-and-credits]].

How aging is shown

HangarOS measures aging per invoice, not in named aging brackets. Each outstanding invoice carries a days_outstanding value, and the overdue list and detail view show this as Nd overdue / N days overdue. At the company level the metric cards roll this up into overdue_amount (the Overdue Invoices card sub-line) and overdue_count (the card value). There are no fixed 30/60/90-day aging buckets.

The 30d / 60d / 90d toggle on the Invoicing landing page sets the date range of the Revenue chart only. It does not group receivables into 30-, 60-, or 90-day aging bands.

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