Question

Reports

Forum|Forum|5 years ago
January 12, 2021
1 reply
0 views

Hi, Does anybody know of a report please that shows the outstanding (unpaid) amount of customer invoices net of Vat (sales tax). I can only find reports with amounts that include sales tax. Thanks.

QuickBooks Online

A

Ashleigh1

Level 14

Hello Richard91,

Welcome to the Community page,

Have a look at this report sales by customer

So reports> scroll down to sales and customers>click on sales by customer detail report> select small cogwheel>tick net value>select customise>filter>tick 'A/R paid' and select it to 'unpaid' on the dropdown> run report

This should then show you what you are wanting to see and find out.

R

richard91Author

Hi Ashleigh,

Thank you for your reply. This gives the net amount but it repeats for each line of the invoice. What I am hoping to find is the net amount outstanding per invoice.

Is there a report which gives this information please?

R

richard91Author

Allow me to share some learning about outstanding invoices, richard91.

In QuickBooks Online, you can run accounts receivable ageing reports to see unpaid balances. Check out this article for additional information: Run accounts receivable ageing report.

While there isn't a specific report to show the unpaid amount of customer invoices net of Vat (sales tax), there are several outstanding reports you can pull up.

One of them is the Open Invoices report where you can see unpaid invoices and statement charges with totals for each customer. Let me show you how:

Select Reports from the left menu.
From the Who owes you section, select Open Invoices.
Customise it depending on your needs.
Select Run report.

You can also export it to Excel and modify some columns from there.

Aside from the Open Invoices report, you have the option to pull up open or overdue invoices through the Sales, then All Sales. See the attached screenshot below for your visual guide.

Let me know if there are other reports you need in QuickBooks Online. I'll be right here to help you.

Hi Mary,

Thank you for your reply. Thank you also to your colleagues who have tried to help with this request.

So the conclusion is that it is not possible to report on the amount net of Vat (which can be at several rates) we are owed by our customers by invoice. This is fundamental management information and I am surprised and disappointed that it is not available.

Please would you pass on this feedback to your development team?

Thank you for your help.

Kind regards,

Richard

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