Forum Discussion

KATYJANEK's avatar
KATYJANEK
4 years ago

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 cust...
  • Beansmutts's avatar
    Beansmutts
    4 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

     

     

     

     

KATYJANEK's avatar
KATYJANEK

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

Beansmutts's avatar
Beansmutts
Trusted Cover User
4 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

 

 

 

 

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