Do you need a report that lists all invoices that are due on a particular day or date range? Pull up a Transaction Detail By Account report.
To generate an invoice by due date report
- Go to Business overview then select Reports (Take me there), or go to Reports (Take me there).
- In the search field, enter Transaction Detail By Account.
- Select Transaction Detail By Account report.
- Select Customize.
- Select the date range.
- Select Filter to open up the filters.
- Set the Transaction Type filter to Invoice.
- Set the A/R Paid filter to Unpaid.
- Select Run report.
