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eric-fitts
October 25, 2023
Question

open invoice report with payment history fall all clients

  • October 25, 2023
  • 1 reply
  • 0 views

I am determining which accounts I need to write off as bad debt at FY end. is there a report I can generate that shows only open invoices, but also has their last payment or all payments within a specified period?

1 reply

J
Jane Reyzel
October 25, 2023

Welcome to the Community, @eric-fitts.

 

We understand that knowing the proper reports and accounts to use can be crucial in managing your business here in QBO. No worries, I'll be here to guide you.

 

For the reports, it would be best to use Open Invoices Reports to show the current unpaid invoices and Invoices and Received Payments Reports to present open invoices and their corresponding partial payments. Additionally, both reports indicate the dates for the specific period, like how you wanted it. 

 

You can cross-reference these reports to generate the information you need. 

 

Regarding the process of determining and writing off the accounts, it is advisable to consult qualified accountants for proper guidance. 

 

Moreover, here are more articles that might help you moving forward:

 

 

Don't hesitate to visit the Community if you have more queries. We're here to assist. Wishing you success. 

 

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