Re: [GNC] Is there a way to view a list of unpaid invoices for a customer?
Thanks for the tip on editing the report directly. I prefer something other than 'none' so this will help greatly. Regards, Adrien On 12/19/23 4:37 PM, Glenn Fowler wrote: If anyone wants this to persist, of course you can save a custom report or leave tabs open all the time. What I did was just change the default. The Customer Report is "new-owner-report.scm". Change the line that reads "none" to either "simple" or "detailed" (currently line #923). ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Is there a way to view a list of unpaid invoices for a customer?
Perfect, thank you very much Adrien! Changing the transaction links to "simple" works for what I am looking for. If anyone wants this to persist, of course you can save a custom report or leave tabs open all the time. What I did was just change the default. The Customer Report is "new-owner-report.scm". Change the line that reads "none" to either "simple" or "detailed" (currently line #923). On Tue, Dec 19, 2023 at 3:45 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > With the Customer Report open, click the Options button. > > On the Display Columns tab, set Transaction Links to Simple or Detailed > as desired. > > That will show which invoices are paid by which payments and which > payments apply to which invoices. > > It isn't a list of *only* those unpaid, but it does give you the info. > > - > > Another option is to run a Find Invoice and set two criteria for > matching the Customer Name and Is Paid? unchecked. (meaning show those > not paid) > > That will get you a list of all invoices not paid in full. (partials > will show as unpaid) Unfortunately, you can't copy/paste or print that > list outside of the Find window. It is onscreen only. > > Regards, > Adrien > > On 12/19/23 2:25 PM, Glenn Fowler wrote: > > I have searched but so far I have not been able to find a way to simply > > view a report of a listing of unpaid invoices for a customer. > > > > The receivables aging report just shows the total dollar aging amount. > > > > The customer report shows the total running debits and credits, but you > > would have to manually match up the credits with the invoices to simply > > figure out which invoices are open. > > > > How are others figuring out which invoices are open and unpaid? > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Is there a way to view a list of unpaid invoices for a customer?
With the Customer Report open, click the Options button. On the Display Columns tab, set Transaction Links to Simple or Detailed as desired. That will show which invoices are paid by which payments and which payments apply to which invoices. It isn't a list of *only* those unpaid, but it does give you the info. - Another option is to run a Find Invoice and set two criteria for matching the Customer Name and Is Paid? unchecked. (meaning show those not paid) That will get you a list of all invoices not paid in full. (partials will show as unpaid) Unfortunately, you can't copy/paste or print that list outside of the Find window. It is onscreen only. Regards, Adrien On 12/19/23 2:25 PM, Glenn Fowler wrote: I have searched but so far I have not been able to find a way to simply view a report of a listing of unpaid invoices for a customer. The receivables aging report just shows the total dollar aging amount. The customer report shows the total running debits and credits, but you would have to manually match up the credits with the invoices to simply figure out which invoices are open. How are others figuring out which invoices are open and unpaid? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
