Customer invoice reports
I need a report that lists all invoices for any 1 customer that includes the gst in the amount column regardless of being paid or not.
I can do the Sales ( Customer Detail) but it only gvies me excluding gst
Forum Discussion
Hi lyndor,
Thank you so much for your post and for the detailed information. My apologies for the late response. To generate a report that lists all invoices for one customer, including the GST in the amount column, regardless of whether they have been paid or not, you can follow these steps:1. Go to the "Reports" menu.
2. Under the "Sales" or "Accounts Receivable" section, look for a report like "Customer Invoices" or "Sales by Customer Detail." The name of the report may vary depending on your MYOB version, but it should be a report that lists invoices.
3. Select the report that suits your needs and click on it to open the report settings.
4. In the report settings, you should see options to filter the report by various criteria. Look for a filter related to the customer or customer name. Usually, there's a field where you can select the customer you want to include in the report. Choose the specific customer you're interested in.
5. Depending on your version, you may have options to customize the report's columns or format. Ensure that the GST column is included in the report and that it's set to display the GST amount for each invoice.
6. Once you have selected the customer and configured the report settings to include the GST column, run the report.
7 . The report should now display all invoices for the selected customer, including the GST in the amount column, regardless of whether they are paid or not.
8. You can print or export the report as needed for your records.
Please do let me know how you go on this.
Regards,
EarlThanks but I am after a report that includes gst in the amount.
Whilst the customer detail report gives me additional filters to choose, none of them can include or exclude gst
Any other suggestions?
Hi lyndor,
Thanks for reaching out. To view a list of transactions assigned to a specific account, you can generate the General Ledger detail report and apply filters to isolate the desired account(s). It's essential to keep in mind that when you run a report based on an account, it will exclusively display the amount allocated to that particular account. Consequently, transactions allocated to income accounts will not include the GST amount, as GST is allocated to the "GST Collected" account rather than the income account.
If the reports available in AccountRight do not meet your specific requirements, you may explore third-party applications available on our website's App Marketplace as an alternative solution.
Regards,
Earl
