Forum Discussion

Mckinlay's avatar
Mckinlay
Contributing User
3 years ago

Report for when invoice are due

Hello,    I am wanting a report that shows what invoices are due by or on a certain date. The unpaid bills feature doesn't appear to be able to exclude what is not yet due. Eg. If I have bills due ...
Mckinlay's avatar
Mckinlay
Contributing User
Thanks Melisssa. 
 
You mentioned this will give me a list of the open bills along with the due date. But I do not appear to have the due date in my report? Can you assit in more detail please? 
 
many thanks. 
Melisa_D's avatar
Melisa_D
Former Staff
3 years ago

Hi Mckinlay, 

 

Sorry for the delay in my response. When you've opened the report please select the customise button, this will give you a drop down list (select columns to display) of columns that can be be added to the report. Once selected please click apply and refresh the report. 

  • Mckinlay's avatar
    Mckinlay
    Contributing User
    3 years ago

    I just dont know what I am doing wrong!! Please see the attached screen shot where is says that the due date is part of the report but if i for example selected report date from 1/5/22 to 9/5/22 it stil shows invoices that are not due until the 30/5/22.

     

    it's driving me mad!

     

    Thanks Melisa. 

    • Melisa_D's avatar
      Melisa_D
      Former Staff
      3 years ago

      Hi Mckinlay, 

       

      The report will show all bills between that date range, the due dates can still fall out of that date range. The date range entered only reflects on showing the bills in that period. 

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