Does anyone know how to set up a report showing all customers who did not make a payment during this month.
(Title has been edited by moderator for clarity)
Would need more information from you in order to address the issue.
By customers who did not pay you mean Accounts Recievable right? Or are these customers who will not pay at all (bad debts)?
Welcome to the community!
I believe you are looking for Accounts receivable aging (pick either detail or summary depending on how much data you want). The Collections Report is for overdue invoices.
Check those out and let me know if you're looking for different info!
I'm really not looking for any type of aging report or balance report. I'm trying to get a report of the active customers from whom I did not receive a check or credit card payment during this month. My case managers need to know which of their clients did not pay so they can discuss payment when they are with the client on their next visit. I can print a report showing payments from all customers by using Customer Balance Detail, under Advanced choosing "include all" and under filters choosing the transaction type "payment". It looks something like this:
Payment 12/1/17 -100.00
Payment 12/15/17 -50.00
Total Customer 1 -150.00
Total Customer 2
Payment 12/25/17 -52.00
Total Customer 3 -52.00
Payment 12/9/17 -120.00
Total Customer 4 -120.00
Total Customer 5
Payment 12/12/17 -125.00
Total Customer 6 -125.00
when what I'm trying to get is:
Hopefully this explains what I'm trying to do better. Any ideas?
Thanks for your reply.
Well a Customer Balance Summary Report customised to Report Period = Today should do that.
In case you need to further Customise then click on the Paper Icon on the top of the report. This will allow you to export to excel. You could export the report to excel and edit it to your liking.