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adampmorgan
April 7, 2020
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How do I create a Receivables report by Payment Terms: Net 60 vs. Net 45 vs. Net 30?

  • April 7, 2020
  • 1 reply
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I would like to create a report that I can run when needed that shows the item detail and summary dollar amounts of Receivables by Payment Terms (Net 60 vs. Net 45 vs. Net 30)? Can anyone help?

Best answer by Maybelle_S

Thanks for getting back here in the Intuit Community, @adampmorgan.

 

In grouping Payment Terms, you can follow the steps above given by my colleague @Charies_M. When you're in the report window, scroll down to see your payment terms.

 

Check out this article for future reference to filter your reports by class: Filter, sort or total reports by Class.

 

Please get back to us if you need further assistance. We're always here to help.

1 reply

C
Charies_M
April 7, 2020

Hello there, adampmorgan

 

For QuckBooks Online (QBO), you can pull up the Accounts Receivable Aging Detail report. This shows all the unpaid invoices grouped by days past due. You can filter the information you'll want to show on the report.

 

Here's how:

 

  1. Go to Reports.
  2. Enter Accounts Receivable Aging Detail in the search bar.
  3. Filter the Report period, Aging method, Days per aging period and other information.
  4. Click the Customize button. Under Filter, check the box for Terms and choose your preferred term from the list.
  5. Click Run report.

I've got these articles to learn more about managing reports in QuickBooks Online (QBO):

 

If you're using QuickBooks for Mac, you can also have these reference readily made available.

 

 

I've got your back whenever you have questions. I'd be more than happy to help. Take care and have a wonderful rest of the day!

A
adampmorganAuthor
April 7, 2020

Thank you for sending this. Where am I grouping it by Payment Terms?

M
Maybelle_SAnswer
April 7, 2020

Thanks for getting back here in the Intuit Community, @adampmorgan.

 

In grouping Payment Terms, you can follow the steps above given by my colleague @Charies_M. When you're in the report window, scroll down to see your payment terms.

 

Check out this article for future reference to filter your reports by class: Filter, sort or total reports by Class.

 

Please get back to us if you need further assistance. We're always here to help.

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