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Report to show client invoices and payments


#1

How do i report for a customer there invoice date and payments date


#2

Hi @pelican

I think the best report for this would be the client statement.

If you view the client you wish to report for, and then View >> Statement. You can customise the date and items to be shown, including invoices being issued and payments received.

Hope this helps.


#3

II am trying to produce a report of invoice by client with the issue date, payment due and actual paid date , sorry should have been more informative - so i can work out days to pay and how many days overdue


#4

No problem. Unfortunately a report for that data doesn’t exist at the moment.

The closest we have is the client statement, historical debtors/credits report (UnderReports > All Reports), or the payments list (Sales >> View all Payments)


#5

the debtor report dont show the history of late payments on current debt?


#6

Payments in sales dont show date of invoice issue only payment date, can sort by client but thats it , dont you think the payments in sales might benefit from invoice dated/sent ?


#7

@pelican - you’re welcome to start a #feature request for a new report type if you wish and we’re happy to monitor the interest in this going forward.


#8

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