How to generate report for open invoices at specific date.
Thanks Ashleigh, But if an invoice was paid subsequent to the report date, it does not show up as open on the report, i.e., I am running the open invoice report as of 12/31/21, but year 2021 invoices that were paid in 2022 are not showing up as open at 12/31/21. Any way to resolve that? Thanks!
You only need to customise the report to show the paid invoices. Let me show you how:
Pull up the Open Invoices Report.
Click the Customise button.
In the Filter section, tick the A/R Paid box. Then, select Paid.
Make sure to include all the details you need to generate on the report.
Set the reporting date correctly. Note: Make sure to select dates when the invoices are created. It doesn't matter when the invoices were paid. It'll still show up on the report as long as you select the created date.
Click Run report to reflect the changes.
Here are the sample screenshots:
That will do. You can check these articles to learn more about handling reports in QuickBooks Online (QBO):