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Cooke and Charman
Level 1

Raised invoice not included in reporting

Running a report on invoices and received payments and one of our invoices raised is not showing.  Only difference between this one and the others being that it has been overdue for over 90 days.  Is this what is causing the issue?  And if so how do I get a true reflection of the transactions with the customer?

Solved
Best answer November 12, 2019

Accepted Solutions
JamesC
QuickBooks Team

Raised invoice not included in reporting

Hello Cooke and Charman,

 

If you run an "Invoice List" report - does it show on there? I've replicated the scenario, and mine does show on the Invoice List - with an amount under "Open Balance".

 

The Invoices and Received Payments list only shows those invoices which have Received Payments, and have these invoices marked as Paid Off - So it cannot be configured to show the outstanding ones. You may notice that other invoices, with due dates less than 90 days overdue will also not show.

 

View solution in original post

1 REPLY 1
JamesC
QuickBooks Team

Raised invoice not included in reporting

Hello Cooke and Charman,

 

If you run an "Invoice List" report - does it show on there? I've replicated the scenario, and mine does show on the Invoice List - with an amount under "Open Balance".

 

The Invoices and Received Payments list only shows those invoices which have Received Payments, and have these invoices marked as Paid Off - So it cannot be configured to show the outstanding ones. You may notice that other invoices, with due dates less than 90 days overdue will also not show.

 

View solution in original post

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