Question: I was wondering if there was a Debtors report that I could print that is similar to the “Receivables Ageing Detail Report” but also shows the clients payments against the invoices. The report would also be similar to an “Activity Statement” but includes all clients and not on individual pieces of paper.
I tried to customise the “Ageing Detail Report” by adding the “Original Amount” and “Paid to Date” fields but that doesn’t include the date of the payment, and the “Original Amount” shows as GST exclusive.
Answer: Try the Customer Ledger report. This was added in the versions that were released in 2004. The report is located in the Sales reports, in the Customer section. You can specify the date range, and the customer(s) required. The report will show all invoices, payments and credits for the selected date range.
Another one to look at is the Card Transactions report. This is located in the Card reports.
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