On QB India, I want to simply check Sales Invoice date and customer payment date, where there are multiple payments, I want last payment dt. This is available in QBO US

accounts558 · ‎April 19, 2023

I want to do the above to check on the past payment histrory of our customers and how long is an AR outstanding generally before being paid.

jenop2 · ‎April 19, 2023

Joining the conversation to share info about running invoice and payment-related reports, accounts558.

For now, QBO does not have a specific report that shows how long an invoice was paid. However, there are a couple of workarounds to help you get the information you need.

First, export a paid invoice and payment list reports to Excel. Then, use Excel's function or formula to calculate this value. Here's how:

1. Go to the Sales menu and proceed to the All sales tab.
2. Click the drop-down list for filter and select Invoices for Type, then Paid for Status.
3. Select Apply.
4. Click the Export icon to send the data to Excel.

For payments, go back to Filter and select Money received. Then, follow the same steps to export it to Excel.

Second, you can run the Invoices and Receive Payments report. This will give you a list of all payments that are applied to your invoices in chronological order.

Just go to the Reports menu and type in the name of the report in the Search bar. Please note that the date to the left of the payment transaction is technically the date of the payment. Then, the transaction below it is the invoice the payment was attached to.

Using the information from the report, you can now calculate how many days it took for the invoice to be paid.

For additional guidance and information when managing customer payments, allow me to share these articles with you:

Don't hesitate to ask more questions if you need anything else when sales data. You can also visit us again and post more inquiries if you need anything else.