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January 22, 2020
Question

Is there anyway to search for invoices paid from April to June period only?

  • January 22, 2020
  • 1 reply
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1 reply

January 22, 2020

Hello jonescharlotte, 

 

One way you can do this is by running a Sales by Customer Detail report, with the details  below.

 

1) Go to Reports 

2) Select 'Sales by Customer detail'

3) Enter a custom date range in the date fields

4) Select Customise > Filter > Check 'A/R Paid' > Select Paid on the drop-down > Run report

 

Thanks

paul72
January 22, 2020

@GeorgiaC wrote:

Hello jonescharlotte, 

 

One way you can do this is by running a Sales by Customer Detail report, with the details  below.

 

1) Go to Reports 

2) Select 'Sales by Customer detail'

3) Enter a custom date range in the date fields

4) Select Customise > Filter > Check 'A/R Paid' > Select Paid on the drop-down > Run report

 

Thanks


The above report gives you those invoices that are dated April-June AND which have subsequently been paid.

 

If you're looking for a report that gives you the invoices that were paid between April-June (i.e. payments received in those months & the related invoices no matter when they were raised) there is the Invoices and Received Payments Report.

It lists all payments received, under each payment the invoices cleared.  Grouped by Customer.