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KimJCP

Top Customer List - Net Values and paid invoices

SUGGESTED
Posted By

Hi, 

We use the cash accounting system and I've tried running the Top Customer report for 2023, but this gives me the total of invoices issued, not paid.  As a work around I produced the customer activity report, which shows invoices issued and paid, however the paid amount is the gross figure and I need the net figure. 

Can anyone help and suggest a way to find out the net value of invoices paid for financial year Jan to Dec 2023? (using the essentials package). 

Thanks

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    SUGGESTED

    Hi KIMJCP,

    Thanks for using Community Hub.

    If all of the invoices from last year have been paid and you've been looking at the Top customer report, the other alternative would be the Sales Ledger Turnover Period and YTD report. You can find this report in customers > Reports > Credit Control and Turnover > Sales Ledger Turnover Period and Year To Date.

    If this helps, please click Verify Answer.

    Regards,

    Andy
    Sage UKI

Reply
  • 0
    SUGGESTED

    Hi KIMJCP,

    Thanks for using Community Hub.

    If all of the invoices from last year have been paid and you've been looking at the Top customer report, the other alternative would be the Sales Ledger Turnover Period and YTD report. You can find this report in customers > Reports > Credit Control and Turnover > Sales Ledger Turnover Period and Year To Date.

    If this helps, please click Verify Answer.

    Regards,

    Andy
    Sage UKI

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