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

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.

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?

EmmaM

Level 10

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

Hello Richard91, Thanks for contacting us back about this. We'll pass on your feedback certainly about the net amounts on the outstanding customer invoices. The reports available are the ones mentioned I do take on board you can not filter them to the specifications you need.

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