[GNC] What report shows all amounts owed in one receivables account?
Adrien Monteleone
adrien.monteleone at lusfiber.net
Sun Aug 20 12:33:15 EDT 2023
You want the Customer Report.
Note, you can run it directly and set the customer in Options > General,
or you can click the total amount owed for that Customer in the
Receivable Aging Report. (it is a clickable link)
Also, note the Customer Report has Options > Display Columns >
Transaction Links where you can show which payments applied to which
invoices and vice versa. (there is a Simple and Detailed version of this
info)
The aging information is for the entire account at the bottom. I don't
know of a report that will show aging per invoice. And coming from using
software in several other businesses, that info is very rare to find in
a report. AR is usually handled per-account rather than per-invoice at
least for tracking purposes with the general principles of:
1. Payments are always applied to an account before new charges on the
same day.
2. Payments apply to the oldest outstanding invoice unless otherwise
requested.
Of course, you may be required to operate differently.
Regards,
Adrien
On 8/20/23 10:05 AM, Adam Mackler via gnucash-user wrote:
> Hi, sorry if this is a basic question, but I have not figured it out from the documentation.
>
> How do I generate a report that shows all amounts owed as recorded in a given receivables account, itemized by invoice, showing the amount remaining due for each invoice and the amount of time past the due date for each invoice?
>
> I tried Reports → Account Report from the register of the receivables account, but I got a blank tab with the header "Receivable Aging." The title sounds correct but the blank tab is not.
>
> I also tried Reports → Receivable Aging which did the same thing.
>
> I have multiple open invoices recorded in that receivables account, and I want to give the customer an account statement showing what he owes and how much is for which invoice (some invoices are partially paid). How can I generate such a report?
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