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chris99
Level 2

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

 
10 Comments
JonpriL
Moderator

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.

chris99
Level 2

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

JenoP
QuickBooks Team

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. 

sam95
Level 1

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

Has this feature been included?

 

Kass_B - Product Champion
Content Creator

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

Hi sam95,

 

Currently there is no report that will show you the frequency of a customer paying late or how long they typically take to pay their invoices. As discussed above, you can use the Invoices and Received Payments exported to Excel and sort/filter it to your needs as required. If the customer currently has overdue invoices, you can also look at using the Collections Report - this shows all overdue invoices with their due dates, how many days they are past due and the total overdue balance for each customer. You can also add a terms column to see what the original terms on the invoices were:

 

  1. Go to the Reports tab and use the search function to locate the Collections report.
  2. Select the Customise option (top right).
  3. Input your required date range. Select Change columns, tick the Terms option then Run Report.

 

If you have insights for product improvement ideas and any product concerns to help us improve your experience while using QuickBooks Online, please feel free to go to the Settings icon in your file and click Feedback. All suggestions are welcome and reviewed for potential product enhancements.

 

-Kass

 

gjergj
Level 1

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

Hi,

 

Is there any update if the report was created? It would be really helpful to have that especially when having to work with a lot of data and going line by line is not an option. 

 

Thanks,

Gjergj

Rose-A
Moderator

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

I appreciate you following up on this thread, gjergj.

 

I know how important it is to have this report in the system. However, we haven't added this type of report yet.

 

While QuickBooks aims to find new ways to make sure that your product meets your needs, I'll be sure to take note of this idea for future enhancements.

 

For the time being, you can visit our blog. This way, you’ll be updated about what new changes and features, and hopefully this feature would be one of them.

 

In case you need more ideas on how to customise and utilise your reports in QuickBooks Online, you can visit the following article: Customise reports in QuickBooks Online. Also, this will provide you a link on how to manage and share your custom reports.

 

If there's anything else you need, please let me know. I'd be more than happy to work with you to ensure everything in your QuickBooks is accurate. Have a good one!

chris617
Level 1

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

It's so stupid how simple things like this are unable to be done in QuickBooks, and no one ever adds them either.

 

Literally a report that has columns:
Customer

Invoice number

Invoice Due Date

Date Paid

 

A SIMPLE report with those columns are all we need to see to calculate a nice list of how late people have paid. I can't believe you can't even do simple things like this in QuickBooks. The data is there, all it needs is to be properly presented in an exportable format.

 

The invoices and received payments report is super clunky because the payments and invoices are on separate lines. Just put the invoice and payment on the same line and have the dates so we can easily move across and calculate the difference between the dates.

Steven_Product Champion
QuickBooks Team

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

Hi chris17, 

 

Outside of the work arounds given above by my colleague Kass, at this point in time we do not have a report to show you the frequency of a customer paying late. Your feedback helps push demand for improved features and for them to be implemented in future product updates. I would encourage you to follow the below steps to send your words directly to our product engineers. All suggestions are welcome and reviewed for potential product enhancements.

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

-Steven

OKC
Level 1

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

If we would be allowed direct access to the database some of us could create a simple SQL query that would provide the exact report that we're needing.