Unapplied payments report

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  • Updated 2 years ago
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We use pending invoices to control our inventory and make final and apply payment once it has been dispatched.  We are a prepaid terms company so would like to see a report showing all payments that have been made but not yet allocated.
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Posted 2 years ago

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Shane, Employee

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Hi Kelly,

You could try running an A/R Agening Detail report, filter it by Amounts <= 0.00, and filter by Paid Status as Open, and filter by Transaction Type as Payment.

That should give you unused payments.