Open Invoice Report

Hello and welcome to the Community, Rosieb.

I'd be glad to help run the report you need for open invoices in QuickBooks Online.

Here's how:

1. On the left panel, click Reports.
2. In the search bar, type in Transaction and select Transaction List by Date.
3. Click Customise.
4. Choose a date range.
5. Go to Filter.
6. Put check mark beside Transaction Type.
7. Select Invoice.
8. Put a check mark beside A/R Paid, and select Unpaid.
9. Click Run report.

I'm adding some screenshots below for your visual reference:

Please be sure to reach out to me if you need additional assistance regarding the report. I'm always here for you.

I do have another query which has been bugging me regarding invoices. 

Once an invoice has been paid, I was told to issue a sales receipt as confirmation of payment (rather than sending out the invoice marked as paid as I was doing).  Is this correct or will it mess up the system?  If the latter, do you know how I should resolve the issue?  We've been sending out sales receipts this way for about eight months so there will be quite a few - 250 plus!!   

Welcome back to the Online Community, Rosieb.

Allow me to chime in for a moment and share additional information about tracking sales in QBO.

When providing a payment confirmation, you can either send the paid invoice or a receipt. To create the receipt, make sure to open the payment and do not use the Sales Receipt option to avoid duplication.

If there are duplicate transactions, you can void them to keep your records in tiptop shape.  For detailed instructions, follow these steps.

1. Open the transaction.
2. Once you find it, go to the More section at the bottom of the page and select Void.
3. Click on Yes to confirm the deletion.

I'm adding an article to visually guide you through the process: How to void or delete an invoice or other transactions.

You'll use the Sales Receipt feature to record payments and receipts at the time of sale. An invoice will keep track of what your customers owe you or your accounts receivable

For more insights about this, check this article: Should I use an Invoice or a Sales Receipt?

The information I provided should help you moving forward.

If you have additional questions or concerns, be sure to let me know by posting a comment below. I’m happy to assist you further.

Hi.  How do I include the number of days of the invoices due in my report?

Hello baizura2310,

Thanks for reaching out to the Community

You can run a A/R Ageing Detail Report and you have the option of changing>days per ageing period>number of periods>min days past due

Emma

Thank you Emma! Appreciate it.

Hello,

I am just trying to figure out who has not paid me for this month.  I have spent hours and can't figure this out.

Glad to see you again, @Self taught .

A report that can provide the list of customers who haven’t paid for a specific month is currently unavailable in QBO. You can only pull up the Open Invoices Report to see those who owe you money.

It includes every client with open balances from previous years. Follow these steps to view the data:

1. From the Reports menu, select the Standard tab.
2. Type in Open Invoices in the Search field and hit Enter.
3. Select the as of date, then click Run report.
4. Click the small Gear icon to choose columns you want to appear in the report.
5. Mark the box next to the columns like Date, Transaction Type, Customer, Due Date, and Open Balance.

Take a look at this article for more details: Run reports.

I’m also adding this related link that talks about filtering details for future reference: Customise your reports in QuickBooks Online.

Touch base with me here if you have additional concerns. I’m happy to provide further assistance. Have a good day!
 

Thank you!!!!!!!!!!