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KF2's avatar
KF2
Contributing User
2 years ago

Receivables

I am new to Accounts Receivable and looking for the easiest way to see who owes us for what, how much they owe, when it was due and their contact details. Wondering if there is a report like the To Do List - Receivables that includes all of this and the customers phone number and email address?

 

Is there an area notes can be added in regards to what contact has been made in relation to the outstanding invoice - bit of an audit trail.

 

Would be great if anyone is happy to share what their process is when it comes to chasing up overdue invoices.

 

Not sure if it makes any difference but our invoicing is done from our own system and inovices are imported to MYOB each month.

 

Thank you :)

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  • ChrisMYOB's avatar
    ChrisMYOB
    Former Staff
    2 years ago

    Hello KF2 

     

    Thank you for your question. 

    There is the Aged Receivables [Detail] report which you can run to see which customers owe you money, and whose payments are overdue.

    I have attached a Help Article containing frequently used reports which will list more options and further information about which reports you can run.