Forum Discussion

Katyjane1's avatar
Katyjane1
Member
2 days ago
Solved

Customer Reports

Does anyone know how to get a report out that shows credit terms?  ie 7 day, 20th of the month? I have more than 2000 customers so want an easy way to do this.   
  • Earl_HD's avatar
    Earl_HD
    2 days ago

    Hi Katyjane1,

    In AccountRight NZ, there isn’t a standard report that lists each customer’s credit terms in one report. The easiest way to pull this together is to export your Customer Cards via File > Import/Export Assistant, include the customer terms fields, then open the file in Excel so you can sort and filter the terms in bulk.
     

    If you’re only wanting to check how invoices are ageing against those terms, you can also run the Receivables Reconciliation [Detail] report and set the ageing method to use invoice terms.
     

    Hope that helps!

    Regards,
    Earl

Earl_HD's avatar
Earl_HD
MYOB Moderator
2 days ago

Hi Katyjane1,

In AccountRight NZ, there isn’t a standard report that lists each customer’s credit terms in one report. The easiest way to pull this together is to export your Customer Cards via File > Import/Export Assistant, include the customer terms fields, then open the file in Excel so you can sort and filter the terms in bulk.
 

If you’re only wanting to check how invoices are ageing against those terms, you can also run the Receivables Reconciliation [Detail] report and set the ageing method to use invoice terms.
 

Hope that helps!

Regards,
Earl

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