Forum Discussion

oconfam's avatar
oconfam
Contributing Cover User
4 years ago
Solved

Invoice payment report

I'd like to know if there is a report that will show the total amount received from customers in a calendar month, regardless of the date their invoice was issued. Just relying on the date paid (or i...
  • Tracey_H's avatar
    Tracey_H
    4 years ago

    Hi oconfam 

     

    Thanks for your post. The Customer Ledger report allows you to add a credit column which will give individual payment amounts and total paid for the filtered dates. You can find the Customer Ledger report in Sales>>Customer>>Customer Ledger. To add the Credit column click on Insert/Modify>>Show Hide>>select Credit, then click on Show > and OK.

     

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H's avatar
Tracey_H
Former Staff
4 years ago

Hi oconfam 

 

Thanks for your post. The Customer Ledger report allows you to add a credit column which will give individual payment amounts and total paid for the filtered dates. You can find the Customer Ledger report in Sales>>Customer>>Customer Ledger. To add the Credit column click on Insert/Modify>>Show Hide>>select Credit, then click on Show > and OK.

 

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.