Forum Discussion

KATYJANEK's avatar
KATYJANEK
5 years ago
Solved

JOB REPORTS - payments from different customers

We often receive payments for specific jobs from different customers. eg JOB 123, we might receive payments from Customer A, Customer B and Customer C.

Is there a report in MYOB which shows all customer invoices and payments related to a specific JOB ?

I can only find invoice/payment reports which relate to specific customers.

Thanks from Kate

  • Beansmutts's avatar
    Beansmutts
    5 years ago

    Hi Kate

     

    Cannot find a way to display the Payment Status of the Invoice within the Jobs reporting. 

    However you can get the Card Name on most of the Reports. (within the Report select the Tab - Insert/Modify, Select Show Hide then select Show Card Name ( not the Linked Customer as this will only show the Linked Customer as entered on the actual Job Number details)

    While the report is open you can select each lines Credit amount to see the Invoice.

     

    Other than the above,  exporting specific reports into a spreadsheet and putting them together with searches, lookups etc to get to all the details you need, I do not know of any other way to get the details you are after.

     

    Good luck

     

    Regards

    Gill

     

     

     

     

3 Replies

Replies have been turned off for this discussion
  • Beansmutts's avatar
    Beansmutts
    Trusted Cover User
    5 years ago

    Hi Kate

     

    Cannot find a way to display the Payment Status of the Invoice within the Jobs reporting. 

    However you can get the Card Name on most of the Reports. (within the Report select the Tab - Insert/Modify, Select Show Hide then select Show Card Name ( not the Linked Customer as this will only show the Linked Customer as entered on the actual Job Number details)

    While the report is open you can select each lines Credit amount to see the Invoice.

     

    Other than the above,  exporting specific reports into a spreadsheet and putting them together with searches, lookups etc to get to all the details you need, I do not know of any other way to get the details you are after.

     

    Good luck

     

    Regards

    Gill

     

     

     

     

  • Beansmutts's avatar
    Beansmutts
    Trusted Cover User
    5 years ago

    Hi

     

    Have you had a look at Reports/Accounts/Jobs ?

    There is a Job Activity Detail and within the filters you can select Sales (Source Journal)

     

     

  • KATYJANEK's avatar
    KATYJANEK
    5 years ago

    Hi Beansmutts

     

    Thanks for your reply.

     

    The Job Activity Detail (Sales) is helpful, but does not include the following required information:

    - Payment Status of Invoice

    - Debtor Name of each invoice

     

    Are there any reports which include all this information?

     

    from Kate

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.