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M
Maddy PH
February 23, 2024
Question

Actuals of payment term by customer

  • February 23, 2024
  • 1 reply
  • 0 views

Hello!

 

I am looking to create a document to assist with a larger scorecard by customer and by vendor. I have not been able to find a report that pulls this in, and am open to any suggestions! The report can be basic, I would just need to have customer/vendor name, payment terms, payment actuals, and possibly a list of all invoices to date. The closest I was able to get was Transaction by Customer Detail, but it is still missing quite a bit of information i would need. Any help is super appreciated!

 

thank you,

1 reply

S
ShangY
February 24, 2024

I appreciate you posting here in the Community,@Maddy.
 

I'd be glad to guide with the steps on how you can run a report on your customer's transaction and sort out their scorecard from smaller to larger payments.

 

Here's how: 

 

  1. Go to Reports panel.
  2. Under Sales and customer's tab, select Transaction List by Customer.
  3. Click Switch to classic view.
  4. Customize the report.
  5. Filter Transaction Type to Invoice and Payment.
  6. Hit Run report.
  7. Sort out payments.

 

You may also refer to the visual guide below.

 

 

 

 

 

 

In addition, if you want to learn more about how to create personalized and professional-looking invoices, estimates, and  sales receipts to enhance your business communications, you may check this helpful article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm here to address any lingering questions or concerns you may have. Please don't hesitate to drop a comment below. Stay safe!

 

 

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