unapplied AR payment report
under review
L
Loretta Borrero (support)
I have a client that receive payment without invoice created. Sometimes it is due to using a 3rd party proposal software and they forgot to create an invoice or that it is a prepayment and it causes a negative AR balance for a particular client. Right now I am looking in QBO and try to flag those transactions in Keeper. It would be nice to have a report that pull out payments that are not applied to invoice and add those as transaction questions to inform client that they need to create invoices for those unapplied payments.
J
Jeff Cecchini
This would be very helpful
K
Katie Mosher
Yes please! This would help immensely with cleanups.
B
Brittani Clark
My clients have integrations that import their invoices and payments. Unapplied payments are most often a sign that something was imported twice or some other inaccurate glitch.
B
Brittani Clark
Yes!
J
Jeff Cecchini
I agree, it would be very helpful to have a report that displayed all unallocated Customer Payments that we not allocated (or fully allocated) to an Invoice, so that we could ask the client about why these payments are not allocated to an invoice.
S
Shana Murraywolf
under review