How do I create a report for customers who made partial payments?

Problem

You need to track customers who made partial payments on invoices. The standard follow-up tabs don't show these customers clearly. This makes it hard to follow up properly.

Solution

Workflow Summary

Create a filtered invoice report to track partial payments.

Create a custom report

1. Go to Reports in the main navigation menu.

2. Click Create Report.

3. Under Choose report type, select All.

4. Under Select a report template, select Invoices.
   

5. In the Columns to be displayed in the report section, add the following columns:

   1. Invoice ID

   2. Invoice #

   3. Customer Name

   4. Payments

   5. Balance

6. Add or remove additional columns from your report, then click Next.

7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.

8. When you're finished, click Save.

9. Use the filters to select which type of date you want to filter on, a time frame for the report, and if you want to filter the report by business unit. Then click Run Report.

10. The report will run and display data in a table.

11. In the Balance column, click Filter .

12. Set the filter to Is not equal to and enter 0. Then, click Filter.
    

13. In the Payments column, click Filter .

14. Set the filter to Is not equal to and enter 0. Then, click Filter. 

15. The report data refreshes, showing all invoices that have a remaining balance or partial payments.