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aarons2
Level 1

Sorting invoices by service date

Dear Community,

 

I have been entering the service date in the line item portion when I invoice a customer. Is there a way to sort overdue invoices by service date? I am trying to find who hasn't paid yet and their service has past so I need to collect.

1 Comment 1
Joshua R
QuickBooks Team

Sorting invoices by service date

Hello and welcome to the Community, @aarons2.

 

It's my pleasure to help you with the open invoice status in QuickBooks Online.

 

Here's how:

 

1. Go to the Sales tab on the left side of the screen.

2. Select All Sales

3. Select Filter, under type select invoices.

4. Change the Status and choose Overdue

5. Under the date field, you can select the time frame you are looking for.

6. You can choose to run by customer, or for all customers.

7. Select Apply

 

Or, you have the option to run an Accounts Receivable aging summary report.

 

Run A/R Aging Summary Report

  1. Click Reports from the left menu.
  2. Select Accounts receivable aging summary.
  3. Pick Customize.
  4. Under Aging, select the Aging method to see the open balances. You can choose Current to see all outstanding balances or Report date to see the balances based on the transaction date selected.
  5. Select Run report.

If you need any additional assistance with locating the information we are always here to help!

 

 

 

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