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Carol 93
April 30, 2021
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It is possible to have a report with invoices that are open but show the due date, not the invoice date?

  • April 30, 2021
  • 1 reply
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Hi, I would like to know if it is possible to have a report with invoices that are open, but that show the due date, not the invoice date. I need to know how much I have to receive in the future. Most of my clients are sales in installments, and I launch sales using progress invoicing. That is, all invoices have the same date but with a different due date. And I needed to know how much I have to receive based on the due date.
    Best answer by Catherine_B

    Yes, you can pull up reports that show open invoices with the due date, Carol 93.

     

    You can run the Open Invoice report and by default, the Due Date column is already displayed. Here's how to pull that up: 

     

    1. Go to the Reports menu. 
    2. In the search field, enter and select Open Invoices.
    3. By default, the report is sorted by customer name and the Due Date column is already displayed. If not, just click the Customize button > Click Rows/Columns > Change columns.
    4. Check the Due Date box. 
    5. Click Run report to refresh.

    For more details in handling your reports and customer invoices, you can use the references below: 

     

    Feel free to mention me in your reply if you need anything else. Take care!

    1 reply

    C
    Catherine_BAnswer
    April 30, 2021

    Yes, you can pull up reports that show open invoices with the due date, Carol 93.

     

    You can run the Open Invoice report and by default, the Due Date column is already displayed. Here's how to pull that up: 

     

    1. Go to the Reports menu. 
    2. In the search field, enter and select Open Invoices.
    3. By default, the report is sorted by customer name and the Due Date column is already displayed. If not, just click the Customize button > Click Rows/Columns > Change columns.
    4. Check the Due Date box. 
    5. Click Run report to refresh.

    For more details in handling your reports and customer invoices, you can use the references below: 

     

    Feel free to mention me in your reply if you need anything else. Take care!

    C
    CD64
    December 12, 2022

    The report does show due date, but not in due date order.  Can you sort it by due date?

      DivinaMercy_N
      DivinaMercy_N
      December 12, 2022

      Hi there, @CD64. I'm here to ensure you'll be able to reorder the due dates of open invoices in the report.

       

      To achieve this, you can simply use the Sort feature in the report. I'll guide you how to:

       

      1. Open the Open Invoice Report. 
      2. In the upper left part of the report, select the Sort drop-down arrow. 
      3. Choose Due date in the Sort by field.
      4. Next, select the order you want in the Sort in section. 
      5. Then, click Run report.

       

      For additional guidance in modifying the report data, feel free to visit this article: Customize reports in QuickBooks Online. 

       

      Also, customizing your invoice forms to show only the details you need is easy. To get started, visit this link: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

       

      I'm just here to help if you have any other concerns with running the QBO report. Feel free to leave a reply below. Have a great day ahead and stay safe.

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