Skip to main content
A
AdamR8974
April 14, 2022
Question

Overdue Invoice Report Statement

  • April 14, 2022
  • 1 reply
  • 0 views

Hi,

 

I have found a report which is perfect but I'm not able to export it into PDF. The report as it stands is very basic and looks like an excel and defiantly not nice enough to forward onto a client.

 

I need this report to send onto clients as a summary of what is outstanding and it needs to look professional with logo etc in it. 

 

The location of this report is: Invoicing - Customers

 

Filter - Overdue invoices

Filter - Last Quarter

 

Normally, a PDF function is available with the option to add logo etc but not in this report.

 

I have been all through the reporting tab and sub folders to try and replicate this report, but there is nothing.

 

Can someone help?

 

Thank you

Adam

 

1 reply

C
ChristineJoieR
April 15, 2022

I'm glad you came, @AdamR8974. I'd like to give you thorough and step-by-step instructions on handling overdue invoice reports in QuickBooks Online.

 

We can run a report to get a list of your overdue invoices. The data can then be exported from there.

 

Consider these steps below:

 

  1. From Sales tab, select All sales.
  2. Scroll down to Filter, choose Over Due and filter the date to the last quarter, then Run Report.
  3. If you want to save the report directly to your desktop, or hit the dropdown arrow, then select the Export to PDF option. 
  4. Click the Printer icon, select your preferred orientation, and hit Save as PDF.

 

By heading to the Reports tab, we can also include the logo of your company or business to make it more professional. Here's how:

 

  1. Pull up the data that you need  in the search tab
  2. From the Customise button, scroll down to the Header/Footer.
  3. Then put a check mark on it.

 

This option will allow you to include your logo in the header.

 

In addition, I added this article on how to memorise report in QuickBooks Online. This will help you save your current customisation settings.

 

Let me know if that's fine. Have a happy day!

A
AdamR8974Author
April 15, 2022

Thank you for coming back to me so quickly.

 

When I go into reports I have Tabs which show: Standard, Custom Reports, Management Reports

 

Sub Sections In Standard: Favorites, Who owes you, Sales and customers, What you owe, Expenses and suppliers, Manage VAT, Employees, For my accountant, Payroll, Manage Construction Industry Scheme (CIS)

 

No costomise button, which I thought would be better because I know how to build reports and i think this function where you can fully build a report from scratch would be a better function for those who are a bit more advanced in this area.

 

I have done a search for 'All Sales', nothing is returned.

 

Could it be the package I have? I have the QuickBooks Essentials package, but I don't want to up my package to just get a report that is their into PDF, this seems a little ridiculous that I can't get a simple tweak to my report.

 

Your help is much appreciated.

 

Adam

KlentB
KlentB
April 15, 2022

I'm here to clear things out for you, AdamR8974.

 

The report that my colleague is referring to can be found on the All Sales tab under the Sales menu. You can filter the data on the table to view and export the lists of all overdue invoices from the last quarter. Here's how:

 

  1. Go to the Sales menu.
  2. Select the All Sales tab.
  3. Click the Filter button, then select Invoices from the Type drop-down menu.
  4. Set the status as Overdue, then select Last Quarter from the Date drop-down menu.
  5. Click Apply, then select the Export icon from the upper right corner of the table.

Alternatively, you use the Open Invoice report the view the same data. This report will look more professional compared to the first one since it contains your business information and logo in the header. I'll show you how to pull it up:

 

  1. Go to the Report menu.
  2. Select Open Invoices under Who owes you.
  3. Click the Customize button, then set the reporting date to Last Quarter.
  4. Head to the Filter section, then chose Unpaid from the A/R Paid drop-down menu.
  5. Select the appropriate customer, then click Run report.
  6. Click the Pencil icon beside your business name then, tick the Show logo option.
  7. When you're done, click the Email icon to send the report to your customer.

Additonally, here some articles that will help you speed up the reporting process in the program:

 

You can always find me here if you need more help in viewing your other reports. Have a pleasant day ahead.

Terms & ConditionsAccessibility statement