Reporting - Run Income and Expenses by Customer report by Due Date
I need to be able to run the "Income and Expenses by Contact" by Due Date rather than by Invoice Date, i.e. I would like to be able to select a date range and then there could be a drop down selection indicating whether these dates are Invoice Dates or Due Dates.
We are a SaaS company with monthly subscription invoices, and what I am trying to achieve by running the report by Due Date is to report by the usage month which the invoice relates to.
E.g. an invoice for August's usage would be auto generated on 25 July, with Invoice Date = 25/07/2023 and Due Date = 01/08/2023. Also if someone were to join mid-August, their pro rata invoice would have Invoice Date = 15/08/2023 and Due Date = 15/08/2023.
So the month in which the invoice is due is telling me which usage month it is for.
Katja Curtis
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