Collection Report
How can I create a report that includes past due invoices on it and payments for collection purposes. I did a transaction list by customer which should work but how do I take off the inactive accounts?
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azFnK8vMSr4yUOacwZ5xHE
02/13/12 9:58am PST
Viewed by asker 02/16/12 9:50am PST
Viewed by asker 02/16/12 9:50am PST
9 Replies
Michelle Long CPA
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02/13/12 10:06am PST
Reports > Customers & Receivables > Collections Report.
Author of the books 'Successful QuickBooks Consulting' http://amzn.to/lJqmb8 and
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
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02/14/12 9:28am PST
Thank you. I have done that but cannot get it to show payments made--only invoices. How do I get it to show payments?
02/14/12 9:59am PST
Go to the Customer Center, click on the customer name and on the right you'll see all their activity.
02/14/12 11:09am PST
For collection purpurses, I would like to have it all on one report. I do not always do collection calls our receptionist sometimes does. I would like to have one all encompassing report with invoices and payments on it.
02/14/12 11:43am PST
Try this -- Reports > Customers & Receivables > Customer Balance Detail and Modify or Customize to add the phone #.
02/15/12 1:33pm PST
Latest post
That worked fine. My next question is...how do I filter out the inactive clients? I looked in Filter and can't find anything!
02/14/12 1:51pm PST
Hi CatheL
I have been trying the same thing you are needing. I hired a person to enter cust checks...and then follow thru with collections. We have to tag team it every week as I don't see in the Collection Report how to enter notes : Date I called Cust; Who I talked to, all the importanat documentation.
For years I have been doing it manually on a piece of paper! That works until we have someone else do it. I will work on the Collections Report for a while again...If i can come up with anything, will send you a post.
And thanks to the CPA's answers. She is really helpful to me each time I see her suggestions/answers. from Ms Brown
Michelle Long CPA
Questions asked: 60
Questions answered: 23782
Points earned: 68436
Questions answered: 23782
Points earned: 68436
Advanced Certified ProAdvisor
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks experts.
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Certified ProAdvisor - ES
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02/14/12 2:17pm PST
Check out the Collections Center that was new in 2011. Go to the Customer Center, click on the Transactions Tab, on the upper, right click on Collections Center. For Overdue and Almost Due invoices, you can see the name, phone number, invoices and you can click on the Notes as needed. Plus, you can email customers quick & easy from the collections center too.
Thanks Ms. Brown! Subscribe to my blog for more tips, etc. www.longforsuccess.com/blog :)
Author of the books 'Successful QuickBooks Consulting' http://amzn.to/lJqmb8 and
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
www.LongforSuccess.com - my blog, resources, webinars & more
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
www.LongforSuccess.com - my blog, resources, webinars & more
02/14/12 5:58pm PST
Hi Cathe n Ms Long,
Thankyou Ms Michelle. I will resource youb blog. Glad you found a sol't for Cathe. I am still in Pro 2009 and don't see that option in this version. Yes, I upgraded ea time I was prompted.
I see the main issue: Reports are just that: a report. One cannot add 'notes to reports; only modfiy the format. I looked around for ways to add notes under Customer Center..n then hopefully see them on a report. No luck yet.
Anyway, thank you all! from Ms Brwon
