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jloomy
Returning Member

Need a report to show Deposit or Payment Report that shows the customers payment terms (i.e., net 10)

Hello - I'm trying to get a report in Quickbooks Desktop enterprise that shows customer payments AND the customers payment terms.  We are manufacturing and need to communicate to our shipping team that payments have been made for customers that have been on hold until payment is received.  I've created a report that shows the terms field but it does not carry over the terms for the customer.  Any advice would be appreciated.

3 Comments 3
RheaMaeH
QuickBooks Team

Need a report to show Deposit or Payment Report that shows the customers payment terms (i.e., net 10)

Thank you for sharing the details of your situation, jloomy. Let me guide you through the steps to generate the appropriate report in QuickBooks Desktop to meet your needs.

 

To begin with, could you clarify which report you are currently generating that shows the terms field, but it doesn't carry over the terms for the customer? 

 

If the current report isn’t pulling the Terms data, you can run a Transaction Detail report and customize it to show the terms field and payment information. Please note that the Terms field only appears for invoice transactions, so you’ll want to ensure Invoices are included along with Payments and Deposits in the report.

 

Here's how:

 

  1. Go to the Reports menu.
  2. Select Custom Reports and choose Transaction Detail.
  3. Click the Customize Report button.
  4. In the Display tab, ensure that the NameTermsPaid, and Amount fields are checked, or other information that you need in the report.
  5. In the Filters tab, select Transaction Type.
  6. Choose Multiple Transaction Types from the Transaction Type drop-down menu.
  7. From the pop-up window, select Invoice, Payment, and Deposit, then click OK.
  8. Once completed, click OK again.

 

If the Terms field is still not showing, confirm that each customer's profile has the correct payment terms set up.

 

You can leave a comment below if you have additional questions.

jloomy
Returning Member

Need a report to show Deposit or Payment Report that shows the customers payment terms (i.e., net 10)

Thank you for this.  I created the custom report as you've suggested and now need to know how to condense the data so that only the invoice total, customer name, terms and paid/unpaid status.  

GlinetteC
Moderator

Need a report to show Deposit or Payment Report that shows the customers payment terms (i.e., net 10)

Thank you for following up, and great job on creating the custom report, jloomy.

 

I’m happy to help you condense the data further by removing the additional columns in the Custom Transaction Detail Report. This will help you streamline your report by keeping only the columns you need, such as invoice total, customer name, terms, and paid/unpaid status.

 

Here are the steps to remove any unnecessary columns from your report:

 

  1. Click the Customize Report.
  2. Go to the Display tab.
  3. In the COLUMNS search field, type the name of the column header you don’t need (e.g., Num, Memo, Account, Clr, Split, Debit, Credit, Balance).
  4. Please uncheck the box next to a column to remove it from the report.

Let us know if you need further assistance while customizing your report, and we'll be happy to help.

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