Sales/Payment Percentage Report

This QuickBooks Advanced Reporting template helps you find the sales/payment percentage for all customers.

It has columns for:

  1. Invoice + credit memo
  2. Total Receive payment
  3. Percentage of payment received
  4. Last invoice Amount
  5. Last payment amount

Please see description down below to find more details.

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Description

Wouldn’t it be nice to have a tool to find the total sales and total payment is done by a customer, in an instant?

It may give the insight when you need it most.

For instance, when you about to take a fresh order from a customer. You can immediately find if the customer is fully paid on her account or not. If she is not fully paid then what’s the percentage of the amount that is paid. You may negotiate with the customer better.

This QuickBooks Advanced Reporting template shows you columns for:

  1. Invoice  + credit memo
  2. Total Receive payment
  3. Percentage of payment received
  4. Last invoice Amount
  5. Last payment amount.

And indeed, if you need any customization of this report then select the Custom option from Report Type drop-down and let us know your customizations needs. We will be delighted to help you.