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Anonymous
March 27, 2019
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Transaction List by Customer Report

  • March 27, 2019
  • 3 replies
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I ran the Transaction List by Customer Report and added a column "Paid Date" - the column is empty for all invoices including the ones that were paid.

Can anyone help me with that?

Thank you

Best answer by AlcaeusF

Hi,

 

Thank you so much for this detailed explanation.

It is a great idea to track the paid date like this.

But...it still means I need to enter these dates manually.

If I understand correctly once I "receive payment" from a customer the date will not be populated in this new field as this is just a user defined field.

When there are 10-20 invoices that is really easy to manage, but when the invoicing volume is high it just another step to do.

I wish this new defined field could "take" the date automatically when I record a payment...

 

I really appreciate all your efforts.

Thank you

 


Hello again, @543448.

 

Thanks for getting back to me. I'm here to help make sure that your concern is taken care of.

 

Yes, you're right. The Define Field won't automatically populate the payment date. You need to manually enter it every time you receive a payment as a workaround. Rest assured that I'm going to pass along your suggestion regarding this. You can always check out the articles that I've provided above for future reference.

 

Thanks for your understanding and patience while we look into this. Also, let me thank you for being a part of our QuickBooks family. Please post again or leave a comment if you have any other concerns. I'm always here to answer them. Cheering you to continued success!

3 replies

Angelyn_T
Angelyn_T
March 28, 2019

Hi there, @543448.

 

Please allow me to help share information about the Paid Date column in the Transaction List by Customer Report in QuickBooks Desktop (QBDT).

 

When creating an invoice or a payment in QBDT, there isn't a Paid Date section or column, this is the reason why the column is empty in the report. If you want to see the date when was the payment created, you may check the date/s under the Date column of the report.

 

Please see screenshots attached for additional reference.

 

In addition, to learn more about running reports in QBDT, you may check this article: Understand reports.

 

Let me know if you have any other questions about running the Transaction List by Customer Report. I'll be right here to help you.

A
Anonymous
March 28, 2019

Hi

 

Thanks for your reply.

I still don't understand why the 'paid date' column is empty. 

I did add the 'date' column but it only shows that the invoice was paid (or unpaid) with no date.

In the attached screenshots you can see the report I ran and also an invoice that clearly shows a paid date.

Any help would be much appreciated.

Thank you

A
Anonymous
March 28, 2019

Sorry I could find an option to add both screenshots

Angelyn_T
Angelyn_T
March 28, 2019

Thank you for getting back, @543448.

 

I'd be delighted to help share additional information about this report.

 

The information (columns/fields) on the invoice or receive payment page will also be the information listed on the report.  As mentioned, since there's no Paid Date column or section on the Invoice/Receive Payment, it's the reason why the Paid Date column is empty.

 

Yes, the invoice shows as paid showing the date of the payment to indicate that a payment was made on that date, however, it's not a field, it's just a mark. Therefore the date of the payment will reflect under the Date column beside the Payment.

 

Please stay in touch if you have any other question about the Paid Date column of the report, I'd be glad to keep helping. Have a great day ahead!

A
Anonymous
March 28, 2019

OK Thank you for this explanation.

What is the purpose of the field 'date paid'?

I am trying to run a report based only on invoices and not payments.

I am trying to find a report for commission calculation - the commission is only based on paid invoices and is for a specific sales rep.

Any idea how to do that?

AlcaeusF
AlcaeusF
March 28, 2019

Hello avisadiv,

 

Thank you for getting back to us here in the Community. Allow me to step in and assist you with any questions you may have concerning the report you need in QuickBooks Desktop.

 

You can try running the available report specifically for sales reps in the Desktop version. You have the option to filter reps and paid status in the Sales by Rep Detail report.

 

Here's how:

 

  1. Go to the Reports tab at the top menu bar.
  2. Select Sales.
  3. Click Sales by Rep Detail report.
  4. Choose a date range.
  5. Click the Customize Report option.
  6. Go to the Filter tab.
  7. Below Search Filters, add Rep.
  8. Below Account, click the drop-down arrow and select Multiple sales reps.
  9. Add the sales reps you want to show in the report, then click OK.
  10. Add the Paid Status filter, and choose Closed, then click OK.

For your visual reference, I'm adding the sample screenshots on this:

 

 

 

For your question regarding the Date paid column, right now, this option is not yet fully utilized by the system since this field is still unavailable on sales forms.

 

As always, please let me know if I can be of additional assistance concerning the report you need. The Community is always here for you.

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