Customer invoice reports

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,
Earl

Thanks 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

So are you saying that MYOB cannot produce a list of  customer invoice numbers with corresponding amounts including gst, just 1 customer?

No matter if they are paid or not?

Hi lyndor,

Thanks for your response. Currently, this feature is not available in our software. However, You can view the following GST reports from the GST report group (go to the Reports menu at the top of your screen > Index to Reports > GST tab).

Want to change the look and content of a report? Learn about customising reports.

Regards,
Earl

Hi lyndor 

You can get that raw data out of MYOB via https://odatalink.com

It provides an invoices end point which includes all the fields provided by the Invoices end piont in the MYOB API

https://developer.myob.com/api/myob-business-api/v2/sale/invoice/

The data comes in via Power Query and in there the data can be transformed to filter a particular customer and to return that tax inc amount

Jeff