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Anonymous
December 31, 2018
Question

I would like to see how long it takes customers to pay. Is there a report that show age from invoiced to paid? Or is there a custom report I can create?

  • December 31, 2018
  • 12 replies
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12 replies

Alessandra_B
December 31, 2018

Hi there @401029,

 

I can certainly help you pull up the report you need.

 

You can view the invoices you've made and their payment dates in the Invoices and Received Payments report. 

 

For you to view the due and payment dates of the invoices, you need to customize the report.


Here's how:


1. On the left panel, click on Reports.
2. In the search box, type Invoices and Received Payments, and hit enter.
3. Select the date range you prefer.
4. On the upper right corner, click on Customize.
5. Click on Rows/Columns, and click on Change Column.
6. Tick the boxes for Invoice Date, Due Date, Terms, A/R Paid.
7. Click on Run report.

 

You can as well export this report to MS Excel to be able to manually calculate the days it takes for your customer to pay.

 

Here are some articles that you can read for more information: 

If you have any other concerns, please leave a comment below. I'll be delighted to help you. Happy Holidays!

rstewart1
November 30, 2020

Hello,

I have a question on this.

We would like to pull the same data so that we can see how long it is taking our vendors to pay our invoices from the due date until the payment date.

 

Is there a report that will include all of these fields (Date, Due date, A/R Paid AND include the payment date)?

 

AlcaeusF
AlcaeusF
November 30, 2020

Thanks for joining this conversation, @rstewart1.

 

You can use the same report (Invoices and Received Payment) shared by my colleague above. All you need to do is to customize it to include the information you'd like to see.

 

Here's how to pull it up:

 

  1. In QuickBooks Online (QBO), go to the Reports menu at the left pane to get to the Standard report page.
  2. Type Invoices and Received Payment in the search field and select it in the drop-down to open.
  3. Click the Customize option at the upper right. 
  4. In the Rows/Columns section, tick Change Column.
  5. Place a checkmark on the information you'd like to see. 
  6. Hit Run report to refresh.

 

For more insights about managing reports in QBO, consider checking out these articles:

 

 

You also have the option to memorize your reports, this allows you to save it with its current customization settings. Refer to this article for further guidance: Memorize reports in QuickBooks Online.

 

Don't hesitate to leave a comment in this thread if you have any additional questions or concerns. I'll be here to help. Have a wonderful day!

ARISLLC
June 28, 2024

Since 2018, and yet this is not available. I'm getting really frustrated with QBO. I pay much more for QBO (essential) than I did for QB Desktop Pro and yet I have less capabilities. I can't input and attach expenses to individual files. I can't generate most of the reports that were previously easily available or at least allow data to be exported to EXCEL to manipulate further. The reports suggested in this thread are useless. The report doesn't generate the invoice date (data not populating), and it doesn't give date paid. If it did that, I could easily export to excel and manipulate the data to give me the report I want.  The decline in features and increase in prices is virtually criminal.  I've contacted support and they can't figure out the simplest issue of why the 'invoice date' won't populate in my reports. And why isn't the date paid available???  This is ridiculous.   

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