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Clients average days till payment received report?

Stephanie_7834296

Hi, i have been asked to report on our clients average days from invoice date untill payment is received? i cannot seem to locate a report that tells me this or one that i can modify to show invoice date and date paid onthe same line so i can at least export to excell and calculate from there. Using Reckon Enterprise Contractor Edition

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DebonAir

It will take some manoeuvring, I do this in excel occasionally if absolutely needed due to the time it takes to make a report of this kind.
Firstly, I have a habit of listing the invoices paid on the Memo line of the Customer Payment.
Next, I export to excel the customer transaction list.
Then rearrange columns with payments listed on the same line as the invoice and then enter calculations.
It can be tedious when customers pay 2 or more invoices at the same time, so it really depends on the level of detail you require.
It doesn't take too long if you are simply after payment dates, however that also depends on if you have entered the invoice number on the memo line for the past few months or if you are deciding to start now.

Stephanie_7834296

OK thanks for that, I didn't think so

Stephanie_7834296

I suspected as much, most of our clients are large mining companies, so always pay multiple invoices at EOM.. yep the powers that be are just going to have to be happy with looking at the Customer snapshot screen of each customer individually to get the info,,

DebonAir

If you have the time, from this point onward, you could open each invoice from the payment screen and enter the number of days on the invoice on the memo line, an extra step at payment time but it would allow you to run a report at any time at a later date to show the info you require.