Billing Center, Balance Due, total by date?

My accountant is looking for the total due, from the billing center balance tab, at a specific date.

So, I think I need a custom report but has anyone had to do this and found a reasonable work around that's not too time consuming?

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  • I don't know what you mean by "at a specific date"?

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  • We're looking for total balance due, by all customers, at a date in the past. The same as what you normally see in the billing window, but for a past date instead of the current date.

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  • For a specific customer you can look at the Invoice & Payments and do the balance history report. That shows a customer's balance through time.

    Turning that into a generalized report for ALL customers may be very tricky (re: expensive ;)

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  • I thought that might be the case. I was thinking a custom report but I wasn't sure exactly how to work it out without knowing the column headings of all the tables (which I haven't had time to dig into yet.)

    I was thinking of taking the free one you posted (invoiced amounts per product over a time frame) and then filtering based on payment date of those invoices - I'm assuming they're tied together somewhere, based on looking at invoice and payment histories. I'm not sure we need customer names tied to them, just a total amount owing.

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  • Computing a balance in SQL is very tricky... even the balance report provided in Invoice & Payment uses an SQL variable to tally of the invoices and payments as part of its logic. This could not easily (or even possibly?) be moved into the Custom Report architecture because it only has support for a single SQL statement, and multiple SQL statements would be required for this report I believe

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