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MJ Spire
April 15, 2021
Solved

Invoice Date & Payment Date

  • April 15, 2021
  • 2 replies
  • 0 views

Has anyone run the table that shows the invoice date with the payment date for that same invoice. We match these but I am unable to run these for each invoice.

Essentially I am trying to understand how many days from invoice to payment date for each invoice. 

Best answer by JonpriL

Hello @MJ Spire,

 

You can pull up and customise one of your transaction list reports to see the list of invoices with their corresponding payments. Let me show you how.

  1. Go to Reports.
  2. Enter Invoices and Receive Payments in the Search address.
  3. Select Customise.
  4. Under Report period, select the date based on the entry you wanted to review.
  5. Click Run report.

In addition, here's an article you can read to learn more about how you can customise a report: How to get the most out of your financial reports?

 

Lastly, I've also included this reference for a compilation of articles you can use while working with us: Know where you stand financially.

 

If you have any other questions, please let me know in the comments below. I'll be here to lend a hand.

2 replies

J
JonpriLAnswer
April 15, 2021

Hello @MJ Spire,

 

You can pull up and customise one of your transaction list reports to see the list of invoices with their corresponding payments. Let me show you how.

  1. Go to Reports.
  2. Enter Invoices and Receive Payments in the Search address.
  3. Select Customise.
  4. Under Report period, select the date based on the entry you wanted to review.
  5. Click Run report.

In addition, here's an article you can read to learn more about how you can customise a report: How to get the most out of your financial reports?

 

Lastly, I've also included this reference for a compilation of articles you can use while working with us: Know where you stand financially.

 

If you have any other questions, please let me know in the comments below. I'll be here to lend a hand.

    D
    dannaFlorius
    March 14, 2023

    I have tried this, but I faced issue on Customers with Sub-customers.
    If payment is recorded in Parent Customer and applied to invoices in Sub-customers, the invoices applied is not included in this report. Only payment transaction will show.
    Is there any solution to this?

    R
    ReymondO
    March 14, 2023

    Thanks for joining the thread, @dannaFlorius.

     

    I'll share another workaround to help view your invoice & payment dates in QuickBooks Online (QBO). 

     

    You can run the Transaction List by Customer to view your invoice and payment transactions. Let me show you how:

     

    1. Go to Reports.
    2. Search for the Transaction List by Customer report.
    3. Click Customise.
    4. Under Report period, select the date based on the entry you wanted to review.
    5. Click Run report.

    Moreover, you can filter your reports to show specific accounts or customers, or format the layout so the right data shows up in the right place. Here's how to customise reports and focus on the details that matter the most to you. 

     

    Please feel free to contact me if you need further assistance. I'm just here to lend a hand.

    A
    avgirl927
    November 8, 2023

    I don't think that QuickBooks should consider this issue as "Solved" when a user had to go through several extra steps to achieve a workable solution. I'm following the revised instructions regarding parent and sub-customers with no luck; I still only see the payments attributed to the parent customer, no invoice data whatsoever. So this report is completely useless.

     

     

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