Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
We have a contract agreement with a specific client that requires us to pay a "kickback" of 10% per invoice but only if these invoices are paid by them within a very specific timeframe.
i.e. we create and email the invoice to the client on that monday and they are required to pay the invoice by that Friday. If they do NOT adhere to these guidelines and do not pay by that weekes Friday, we do not need to pay the kickback (which is 10% of the invoice total minus taxes).
We have had huge discrepencies since 04-2021 to todays date and i need a simple way to run a report to show which invoices were paid late so that we can deduct the amount due to them.
Please advise.
Quickbooks premier desktop - 2020 contractor edition
I’ve got you covered, liquid303.
I recognize how important for your business to keep track of invoices that were paid late. This will avoid discrepancies in your finances.
Let me share an alternative solution to get the information you need. We’ll have to run the Transaction List by Customer report and customize it. I’m here to assist and make sure that everything is a breeze for you.
Here’s how:
To see the paid date for the invoice, you’ll have to open the entry one at a time to see the information. Also, the report will only show the delivery method.
I can see that adding more items or options when customizing a report is a great idea. I suggest sending feedback about this feature straight to our product engineers for consideration in future updates.
Here’s how:
For additional resources, the links below will guide you on how to personalize the data on reports. From there, you’ll learn about setting the report preferences, creating and combining memorized statements, etc.
Stay in touch if you still need help with building reports and other QuickBooks-related tasks. I’m always ready to assist further. Have a great rest of the day.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here