Is there a Debtor report on Quickfile which you can run to exclude later payments?
There are a two main reports that can show you information on debtors and outstanding invoices. Both of these can be found by going to Reports >> Show all Reports
Debtor / Credit Report
This will show you a list of all invoices at a specific point in time. You can enter a date to query, and the list will show you any invoices that were not paid in full by that date.
Debtor (Clients) Ageing Report
This report shows you outstanding invoices as of today, grouping them into bands based on how over due they are. This would show you totals rather than individual invoices
Does that help?
I can see the first report but I cannot see anywhere a date to query??
The query date is at the top of the table, like this:
That’s great thank you
This topic was automatically closed after 7 days. New replies are no longer allowed.