Invoice Payment Status Report

[nmagalhaes]

Hello. 

Is there a report I can create/run that will allow me to easily capture invoice payment status. I am trying to see how many invoices we have stuck in Payment Status 'Pending Payment'. 

Thank you,

Nancy

[MelanieT · Accepted solution]

@nmagalhaes Hi Nancy!  You can actually go into the Invoice Processor queue and create a query.  You click on Invoice > Processor > Process Invoices.  Then click on Query and New Query.  

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

[MelanieT · Accepted solution]

@nmagalhaes Hi Nancy!  You can actually go into the Invoice Processor queue and create a query.  You click on Invoice > Processor > Process Invoices.  Then click on Query and New Query.  

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

[nmagalhaes]

Thank you. How do I add additional fields to the report? In other words, I am not seeing all the columns I want to see. I am choosing Object Request and want to see 'Payment Method' as one of the columns. 

[KevinD · Accepted solution]

@nmagalhaes on the Processor screen, click the Preferences button to add or remove columns. 🙂

[nmagalhaes]

I got it! 

Thank you for your help. 

[PAVEAS]

I  MUST DELETE A PROOF ON INVOICE