[GNC] Outstanding / due invoices report?

[Murugan Muruganandam]

hi Simon


  1.  The description in the report is picked up from the details you insert when posting the transaction (there is description field in the pop up). The logic is that you may have multiple lines in an invoice, the report needs a common title.
  2.  "Current" means  any invoices which still have time to be paid.( Due date > Report date)
  3.   Ageing will start once the invoice becomes due.

i have attached a sample and calculation for your reference




Saludos Cordiales


Murugan

________________________________
From: Simon Roberts <simon at dancingcloudservices.com>
Sent: Monday, March 20, 2023 8:36 AM
To: Murugan Muruganandam <m.muruganandam at hotmail.com>
Cc: Gnucash Users <gnucash-user at gnucash.org>
Subject: Re: [GNC] Outstanding / due invoices report?

This report looks pretty good, however, I have a couple of questions:

1) I find the description field remains blank, despite my invoices having non-blank descriptions. Is this normal? Do others find the same thing? Or did I somehow find a way to mess up my descriptions?

2) In the report it has a row across the bottom listing "current", "0-30 days" and so forth. But two things strike me as odd here. One, what's current as distinct from 0-30 days? And second, there's one invoice that's over 30 days old, and that's the only thing that shows in the "0-30 days" column. This seems wrong. Again, is this something others notice, or is this something that I've done wrong?

Thanks again,
Cheers,
Simon


On Sun, Mar 19, 2023 at 1:32 PM Simon Roberts <simon at dancingcloudservices.com<mailto:simon at dancingcloudservices.com>> wrote:
Ah, many thanks. Sorry for missing that, and much appreciate your help :)

Cheers,
Simon


On Sun, Mar 19, 2023 at 11:29 AM Murugan Muruganandam <m.muruganandam at hotmail.com<mailto:m.muruganandam at hotmail.com>> wrote:
Simon

You can use the customer report to get a statement which you can send, this includes the invoice paid and also outstanding with ageing.




Saludos Cordiales


Murugan

________________________________
From: gnucash-user <gnucash-user-bounces+m.muruganandam=hotmail.com at gnucash.org<mailto:hotmail.com at gnucash.org>> on behalf of Simon Roberts <simon at dancingcloudservices.com<mailto:simon at dancingcloudservices.com>>
Sent: Sunday, March 19, 2023 10:17 AM
To: Gnucash Users <gnucash-user at gnucash.org<mailto:gnucash-user at gnucash.org>>
Subject: [GNC] Outstanding / due invoices report?

Hi all,

I'm wondering if there's a built-in report, in a form suitable for sending
to a client, that lists the invoices they currently owe. Or perhaps those
that are overdue?

I'm creating a reminder as a simple email message, but this seems like
something others might need, and therefore something that might be part of
GNC already.

Ideally, it would be nice to be able to append this to any new invoice for
that same customer, maybe.

I have found Business->Customer->Invoices Due Reminder, but that seems to
be solely to tell me what's due/overdue and isn't printable.

Does any such thing exist?

Cheers,
Simon

--
Simon Roberts
(303) 249 3613
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--
Simon Roberts
(303) 249 3613



--
Simon Roberts
(303) 249 3613

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