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Help with 90+ Day Past Due Invoices - Creating a report by last payment made

Hello! We are doing a comprehensive clean up and collections of past due invoice clients. We created a transaction detail report, however it shows us all past-due clients and there is no way for us to sort it by the last time a client made a payment. 

 

Here is what we are looking for: 

- Find all client/invoices that made a payment to their account but haven't made any additional payments in the last 90-days so that we can send them a 'past due' invoice and collect these outstanding balances. 

- The transaction detail report which we customized shows us this, however it also includes clients who are actively making payments, basically their invoice may be technically 90-days past due however they are making payments on the invoice. Is there a way to separate those clients that are on this type of payment plan and may have made 1-2 payments but then have not made any payments on their account for the last 90 days? 

 

Thanks for your help with this! :)

Solved
Best answer June 05, 2020

Best Answers
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QuickBooks Team

Help with 90+ Day Past Due Invoices - Creating a report by last payment made

You're most welcome, @marketingmuses.

 

Let me provide some information that would help fix your concern.


You can run a Transaction List by Customer report in QuickBooks Online to view open invoices and the last payment they made. 


Here’s how:

 

  1. Go to the Reports menu.
  2. Enter/select Transaction List by Customer in the search field.
  3. Click Customize.
  4. Select all the necessary details you want to show on the report.
  5. Hit Run Report.


You can also use statements. A statement is a summary of your customer's account, listing recent invoices, credit memos, and payments received. It can be created and sent to your customers to show how much they owe on each invoice.


There are three types of customer statements in QuickBooks Online. These are the following:

 

  • Balance Forward: A list of invoices and payments with balance for the date range selected.
  • Open Item: A list of open, unpaid invoices from the last 365 days.
  • Transaction Statement: A list of transactions between the selected dates.


To get all the information you need, please see and follow the instructions in this article: Create and view customer statements.

 

I also added a link where you can view, create, and edit sales transactions. So you can easily manage them moving forward: View sales transactions.


You can always get back to the Community page if you have an additional concern. I’ll be around.

View solution in original post

1 Comment
Highlighted
QuickBooks Team

Help with 90+ Day Past Due Invoices - Creating a report by last payment made

You're most welcome, @marketingmuses.

 

Let me provide some information that would help fix your concern.


You can run a Transaction List by Customer report in QuickBooks Online to view open invoices and the last payment they made. 


Here’s how:

 

  1. Go to the Reports menu.
  2. Enter/select Transaction List by Customer in the search field.
  3. Click Customize.
  4. Select all the necessary details you want to show on the report.
  5. Hit Run Report.


You can also use statements. A statement is a summary of your customer's account, listing recent invoices, credit memos, and payments received. It can be created and sent to your customers to show how much they owe on each invoice.


There are three types of customer statements in QuickBooks Online. These are the following:

 

  • Balance Forward: A list of invoices and payments with balance for the date range selected.
  • Open Item: A list of open, unpaid invoices from the last 365 days.
  • Transaction Statement: A list of transactions between the selected dates.


To get all the information you need, please see and follow the instructions in this article: Create and view customer statements.

 

I also added a link where you can view, create, and edit sales transactions. So you can easily manage them moving forward: View sales transactions.


You can always get back to the Community page if you have an additional concern. I’ll be around.

View solution in original post

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