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C
chris99
July 27, 2019
Question

How do I get a report that shows me how often a customer is late in paying its invoices?

  • July 27, 2019
  • 2 replies
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Original commenter did not share additional details

    2 replies

    J
    JonpriL
    July 27, 2019

    Greetings, @chris99!

     

    Let's pull up and customize your Transaction List by Customer report so you can identify how many days your customers pay their invoices.

    1. Go to Report's
    2. Select Standard.
    3. Scroll down the page to Sales and customers category of your reports.
    4. Choose Transaction List by Customer.
    5. Click Customise.
    6. Under Filter, select Transaction Type.
    7. On the Transaction Type menu, select Invoice and Payment.
    8. Click Run Report.

    In addition, here's a couple of screenshots for your visual reference and an article you can read to learn more about customizing your report: How to Customise Reports?

     

     

     

    Lastly, you can also save this customized report by clicking Save customisation. This way, you can easily pull up this report when needed in the future. You can find this report in your Custom reports tab.

     

    If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

    C
    chris99Author
    July 27, 2019

    Thanks but this still does not easily give me how often they pay their invoices late.  Using this report you still need to go through line by line and manually workout yourself whether or not the payment is in accordance with the payment terms of the invoice.  Yes, it gives the invoice date and payment date but that is all.  I was looking for something that indicates if it is within the terms or not.  The closet I got is using the INVOICES AND RECEIVED PAYMENTS report and then exporting that to Excel and then taking away the Invoice Due Date from the Payment Due Date ate to see how many days it was paid either before or after payment term.  A bit clumsy but it works.  

     

    What I need from a report is to list all the invoices by customer, the date the invoice was due, the date it as paid and some kind of indication if it was paid within the invoice term.  This could be a boolean response or a simple calculation where a positive number is the number of days over or a negative one which is the number of days before which is what I do in Excel.  I would just nice to be able to do something this simple in QuickBooks

      JenoP
      JenoP
      July 27, 2019

      Hi there, chris99.

       

      For now, there isn't a report in QuickBooks Online to help us determine how long your customers normally take to pay their invoices. 

       

      Exporting the Invoices and Received Payments report is one of the workarounds available that you can use at this moment. I'll take this as a feature request and pass it on to our engineers. Customer suggestions and feedback will be collected and reviewed for future updates. 

       

      You might also want to visit our App Center and check if there's a customer-management app that can generate this type of report. Here's the link: https://appcenter.intuit.com/app/apps/home?categoryId=Manage-Customers&isViewAll=true.

       

      The Community is always here if you have other questions. 

      M
      marcomiranda
      May 4, 2022

      We should be able to see how many days late a customer is. The frequency in which they're late helps apply late charges and finance fees. 

       

       

      I
      IntuitAika
      May 4, 2022

      Hi marcomiranda, 

       

      Thanks for joining the thread. 

       

      I understand how important it is to be able to pull up a report that will show you the frequency of a customer paying late or how long they typically take to pay their invoices. On the other hand, you can run an Invoices and Receive Payments report and export it in Excel file to be able to manually calculate the days it takes for your customer to pay. 

       

      Feel free to send your valuable feedback by going to Gear icon and select Feedback to have this feature be added on the future releases of QuickBooks Online.  

        J
        Jesse_F
        September 9, 2023

        Just letting you know that we're still needing this simple report. Client, INV#, DUE DATE, PAYMENT DATE

         

        This thread is 4 years old and this seems like a reasonable request. I spent almost 2hrs yesterday trying to figure out within QBO and by possibly exporting into excel but I'm not any closer. We just need PAYMENT DATE as one of the options to include in the report. 

         

        Thanks

         

        Jesse

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