Prioritize Collections with Invoice Aging Summaries on Accounts

View invoice aging summaries on the Account page to prioritize collections and prepare for customer conversations. The Invoice Aging component shows total, open, and overdue invoices plus average and maximum age for each account. Sales reps can quickly identify overdue invoices before renewal calls or collection activities without clicking through multiple records to assess outstanding balances.

Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Billing license.

Who: To view invoice aging summaries, you need the Billing Admin or the Billing Operations User permission set.

How: Add the Invoice Aging for Account component to your Account page in Lightning App Builder and customize the aging bucket sizes to suit your needs.