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How do I get a report that shows me how often a customer is late in paying its invoices?

 
3 Comments
QuickBooks Team

Re: How do I get a report that shows me how often a customer is late in paying its invoices?

Greetings, @chris99!

 

Let's pull up and customize your Transaction List by Customer report so you can identify how many days your customers pay their invoices.

  1. Go to Report's
  2. Select Standard.
  3. Scroll down the page to Sales and customers category of your reports.
  4. Choose Transaction List by Customer.
  5. Click Customise.
  6. Under Filter, select Transaction Type.
  7. On the Transaction Type menu, select Invoice and Payment.
  8. Click Run Report.

In addition, here's a couple of screenshots for your visual reference and an article you can read to learn more about customizing your report: How to Customise Reports?

Capture01.PNG

 

Capture02.PNG

 

 

Lastly, you can also save this customized report by clicking Save customisation. This way, you can easily pull up this report when needed in the future. You can find this report in your Custom reports tab.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Not applicable

Re: How do I get a report that shows me how often a customer is late in paying its invoices?

Thanks but this still does not easily give me how often they pay their invoices late.  Using this report you still need to go through line by line and manually workout yourself whether or not the payment is in accordance with the payment terms of the invoice.  Yes, it gives the invoice date and payment date but that is all.  I was looking for something that indicates if it is within the terms or not.  The closet I got is using the INVOICES AND RECEIVED PAYMENTS report and then exporting that to Excel and then taking away the Invoice Due Date from the Payment Due Date ate to see how many days it was paid either before or after payment term.  A bit clumsy but it works.  

 

What I need from a report is to list all the invoices by customer, the date the invoice was due, the date it as paid and some kind of indication if it was paid within the invoice term.  This could be a boolean response or a simple calculation where a positive number is the number of days over or a negative one which is the number of days before which is what I do in Excel.  I would just nice to be able to do something this simple in QuickBooks

QuickBooks Team

Re: How do I get a report that shows me how often a customer is late in paying its invoices?

Hi there, chris99.

 

For now, there isn't a report in QuickBooks Online to help us determine how long your customers normally take to pay their invoices. 

 

Exporting the Invoices and Received Payments report is one of the workarounds available that you can use at this moment. I'll take this as a feature request and pass it on to our engineers. Customer suggestions and feedback will be collected and reviewed for future updates. 

 

You might also want to visit our App Center and check if there's a customer-management app that can generate this type of report. Here's the link: https://appcenter.intuit.com/app/apps/home?categoryId=Manage-Customers&isViewAll=true.

 

The Community is always here if you have other questions.