Hi there @Anonymous,
I can certainly help you pull up the report you need.
You can view the invoices you've made and their payment dates in the Invoices and Received Payments report.
For you to view the due and payment dates of the invoices, you need to customize the report.
1. On the left panel, click on Reports.
2. In the search box, type Invoices and Received Payments, and hit enter.
3. Select the date range you prefer.
4. On the upper right corner, click on Customize.
5. Click on Rows/Columns, and click on Change Column.
6. Tick the boxes for Invoice Date, Due Date, Terms, A/R Paid.
7. Click on Run report.
You can as well export this report to MS Excel to be able to manually calculate the days it takes for your customer to pay.
Here are some articles that you can read for more information:
If you have any other concerns, please leave a comment below. I'll be delighted to help you. Happy Holidays!
I have a question on this.
We would like to pull the same data so that we can see how long it is taking our vendors to pay our invoices from the due date until the payment date.
Is there a report that will include all of these fields (Date, Due date, A/R Paid AND include the payment date)?
Thanks for joining this conversation, @rstewart1.
You can use the same report (Invoices and Received Payment) shared by my colleague above. All you need to do is to customize it to include the information you'd like to see.
Here's how to pull it up:
For more insights about managing reports in QBO, consider checking out these articles:
You also have the option to memorize your reports, this allows you to save it with its current customization settings. Refer to this article for further guidance: Memorize reports in QuickBooks Online.
Don't hesitate to leave a comment in this thread if you have any additional questions or concerns. I'll be here to help. Have a wonderful day!
Thank you for your response.
For this report, I would need to add the "payment date" as that is the date we received the check/ACH payment but there is no option in the "Rows/Column" report to add the "payment date".
Is there a report that will show me the date, due date, AR/Paid and Payment date all in one report?
Hello again, @rstewart1.
The option to add a Payment date Row/Column when running a report in QuickBooks Online (QBO) is unavailable. In the meantime, what you can do is to customize the columns in which you can select what columns you want to show on the report.
On the other hand, upon pulling up the Invoices and Received Payment report, the payment date will show on the DATE column for the Payment transaction type. I understand how the option you're looking for is beneficial to your business. If you want to add a column named Payment Date, you can export the report to excel. From there, you can edit the report and add the information you need.
To export the report, click the Export icon on the Invoices and Received Payment report page beside the print icon. Then, select Export to Excel.
While we continue to make your experience with us even better, I recommend visiting our QuickBooks Blog to get the recent news, information about the latest features, and updates in QBO.
If you have specific questions please let me know. I will be more than happy to further assist you. Have a nice day.