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wvanderark
Level 1

Report for time between sending invoice and completed payment

Hello! Wondering if there is an existing report that can help me see the time between when an invoice is sent and when it is paid, at aggregate for multiple invoices. Thanks in advance!

2 Comments 2
Rea_M
Moderator

Report for time between sending invoice and completed payment

Hello there, @wvanderark.

 

Let's pull up and customize the Invoices and Received Payments report so you can see the time between an invoice being sent and paid in QuickBooks Online (QBO) and manage your income transactions accordingly.

 

The Invoices and Received Payments report will show you the payments you've received and the invoices that go with them. Since you wish to see the time between when invoices are sent and when they're paid, you'll have to customize the said report to include specific columns (for example, Create Date and Sent). To do this, here's how:

 

  1. Go to Business overview, then select Reports, or go to Reports.
  2. In the Find report by name search bar, search for the Invoices and Received Payments report and select it to open.
  3. Select Customize.
  4. Set the date in the General section.
  5. Go to the Rows/Columns section and select the Change columns option.
  6. Choose the Create Date and Sent boxes to appear on the report.
  7. Click Run report83.PNG

 

Feel free to read this article for more details: Customize reports in QuickBooks Online.

 

Also, you may want to check out this article if you need a reference to guide you in learning specific ways to customize your reports to fit your specific needs using QBO: Common custom reports in QuickBooks Online.

 

Let me know if you have other reporting concerns or questions about managing income transactions in QBO. I'll gladly help. Take care, and have a great day, @wvanderark.

wvanderark
Level 1

Report for time between sending invoice and completed payment

This is helpful but I am needing to compare the difference between sent date and paid date. Is there a "paid date" column I could add in?

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