Unapplied payments report

  • 1
  • Question
  • Updated 2 weeks ago
  • Answered
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.
Photo of Kelly

Kelly

  • 100 Points 100 badge 2x thumb

Posted 1 month ago

  • 1
Photo of Shane

Shane, Employee

  • 7,268 Points 5k badge 2x thumb
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.

Regards,
Shane