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Chloe25
Aug 10, 2023 11:56 AM UTC
Question

How do I produce a Work in Hand Report for the End of Financial Year?

This was easily done on QB desktop as it would take all the invoices that were marked as Pending. But as the "Pending" feature is not available on the Online Version I'm not sure how to produce this information

6 replies

Ashleigh1
Aug 10, 2023 2:56 PM UTC

Hello Chloe25, thanks for posting on the Community page,  you could run an accounts receivable report, that will highlight all the invoices that are 'pending' or unpaid for you. 

Chloe25Author
Aug 10, 2023 3:05 PM UTC

Hi, 

How will that show the Pending invoices if they can not be marked as pending? A pending Invoice for our business is a Job that has been ordered but yet to be fitted/completed, this is usually is a few weeks difference from order to invoice. 

GeorgiaC
Aug 10, 2023 4:29 PM UTC

Hi Chloe25, it's not possible to mark the invoice as pending, and it will only show overdue once due date has passed. Instead, you could create estimates and then convert these into invoices once the work has been completed. It's important to note that estimates are non-posting transactions, meaning they won’t affect your books until you convert to an invoice.

 

You can then run the Estimates & Progress Invoicing Summary by Customer report where any open estimates will show with a pending status, along with the balance. 

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