Invoice Date & Payment Date

[MJ Spire]

Has anyone run the table that shows the invoice date with the payment date for that same invoice. We match these but I am unable to run these for each invoice.

Essentially I am trying to understand how many days from invoice to payment date for each invoice. 

[JonpriL · Accepted solution]

Hello @MJ Spire,

You can pull up and customise one of your transaction list reports to see the list of invoices with their corresponding payments. Let me show you how.

1. Go to Reports.
2. Enter Invoices and Receive Payments in the Search address.
3. Select Customise.
4. Under Report period, select the date based on the entry you wanted to review.
5. Click Run report.

In addition, here's an article you can read to learn more about how you can customise a report: How to get the most out of your financial reports?

Lastly, I've also included this reference for a compilation of articles you can use while working with us: Know where you stand financially.

If you have any other questions, please let me know in the comments below. I'll be here to lend a hand.

[dannaFlorius]

I have tried this, but I faced issue on Customers with Sub-customers.
If payment is recorded in Parent Customer and applied to invoices in Sub-customers, the invoices applied is not included in this report. Only payment transaction will show.
Is there any solution to this?

[ReymondO]

Thanks for joining the thread, @dannaFlorius.

I'll share another workaround to help view your invoice & payment dates in QuickBooks Online (QBO). 

You can run the Transaction List by Customer to view your invoice and payment transactions. Let me show you how:

1. Go to Reports.
2. Search for the Transaction List by Customer report.
3. Click Customise.
4. Under Report period, select the date based on the entry you wanted to review.
5. Click Run report.

Moreover, you can filter your reports to show specific accounts or customers, or format the layout so the right data shows up in the right place. Here's how to customise reports and focus on the details that matter the most to you. 

Please feel free to contact me if you need further assistance. I'm just here to lend a hand.

[dannaFlorius]

Yeah I know this, but still it won't show when the invoice is actually paid.
What my goal is to generate a report showing the invoices due date and when it was actually paid.
I'm trying to avoid doing this manually.

[QuennieC]

Let me assist you further, @dannaFlorius, and help you in running a report that'll show the due dates of invoices and when it was paid.

I've read the thread and replicated your goal and found out that we can run the Invoices and Received Payments report in QuickBooks Online (QBO). However, we need to customise it first to view the desired data.

I've created a Parent customer and a Sub-customer. I've recorded the invoice under the Sub-customer and the payment is under the Parent customer. When running the report, the names of both Parent and Sub-customers show. 

See the attached screenshot below. Sy Noe is the Sub-customer and Jio Van is the Parent customer:

Also, as per the screenshot provided, we're able to see the Due Date of the invoice and when it was paid. This can be possible by customising the report:

1. From the Invoices and Received Payments report page, click on the little gear icon then hit on the Show More dropdown.
2. Mark the Due Date box from the list of filters.
3. When done, click on Run report.

Additionally, in case you want to save the report's customisation so you won't have to repeat the process over again, feel free to browse through this article: Save custom reports in QuickBooks Online.

I'll be around in case you need further assistance with regard to accessing reports in QBO. Simply leave a comment below, and I'll get back to you. Keep safe.