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MJ Spire
Level 1

Invoice Date & Payment Date

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. 

Solved
Best answer April 15, 2021

Best Answers
JonpriL
Moderator

Invoice Date & Payment Date

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.

View solution in original post

1 Comment 1
JonpriL
Moderator

Invoice Date & Payment Date

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.