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January 8, 2018
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The Income by Customer Summary Report isn't pulling a few payments received for a specified month

  • January 8, 2018
  • 3 replies
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In order to pull the correct sales figures for each  month, I've been running the report Income By Customer Summary. The business sends invoices out, but often doesn't receive payment for weeks, or months, depending on the payment plan arranged with the customer. My issue is that the Income By Customer Summary isn't pulling a few payments received for a specified month. The invoice was created in a prior month, but the final payment is defintely entered/listed in the month specified in the report. So why isn't the report pulling those few payments? Is this a user error, or is there a better report to use? 

 

(Title has been edited by moderator for clarity)

    Best answer by vpcontroller

    @196578 

     

    • Sales by Customer Report = generated from sales forms (Invoice and Sales Receipt) only.
    • Income by Customer Report = sales forms + non-sales forms (income deposits without sales forms).

    3 replies

    January 9, 2018

    Hey @coaliron,

     

    Welcome to the QB Community! 

     

    Have you tried running a Sales by Customer Detail Report? Let me know if this reports the information you need!

    December 16, 2020

    I can print Profit and loss detail and my balance sheet reports but my income by customer reports both come up blank. Do you think i have put something wrong. Help if you can. I need to see how much each customer has made for the company.

    vpcontroller
    January 9, 2018

    The report you really want base the correct Sales figure is Company's Profit and Loss report. From this report, you can click revenue amount and will take to detailed sales reports.

    January 9, 2018

    @vpcontroller, great insight. Thank you.

     

    Is there an easy way to differentiate Income by Customer and Sales by Customer Reports? This might help clarify things for @coaliron.

    vpcontroller
    January 9, 2018

    @196578 

     

    • Sales by Customer Report = generated from sales forms (Invoice and Sales Receipt) only.
    • Income by Customer Report = sales forms + non-sales forms (income deposits without sales forms).
    sobolevalena21
    July 18, 2018

    Inside your Income by Customer Report, try switching the basis for the report look: Accrual vs. Cash. 

    July 19, 2018

    @sobolevalena21, thanks for adding to the conversation. It's such an eye-opener when you switch between cash and accrual views of reports.

    @coaliron, did you have any "in-progress payments" when you ran your report?