Skip to content
← For small businesses

Enter your idea

For small businesses: Accounting features

Categories

(thinking…)

Reports - Add report to identify lapsed customers (include last invoice date column)

We need a report that will give us a list of lapsed customers. We as a small business need to be in touch with customers who haven't had any transactions with us for 6 months or a year. It would be great to have a feature or report where we can easily find these customers. On our old accounting system, all of our customers had a " last invoice date" column so we could easily pull a report for any of these customers who hadn't been invoiced for 6 months or more.

7 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Nikki Hill shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Andrea Gutica commented  ·   ·  Report

    Yes, a churn report would be such a great addition. There are no ways to do that currently.

  • layke rossiello commented  ·   ·  Report

    Any update or work around for this?
    I'd like a notification to alert us if a client hasn't been invoiced in a certain period we set.

  • Stuart Palm commented  ·   ·  Report

    When viewing all Customers in the default list (seeing everyone) it would be really useful to have a column for LAST INVOICE DATE. In our old Sage desktop system you could see the date and sort A-Z, Z-A to get a sense of how long some customers hadn't ordered from us. It was EXTREMELY USEFUL and allowed us to keep on top of customers who may otherwise decide to order products elsewhere. Now, we haven't a clue apart from a Smart List that can either only show no orders for 4 weeks or no orders for 6 months - there is nothing in-between. You appear to have enough white space between the customer details and the We Owe/They Owe Columns to achieve this.

  • Stuart Palm commented  ·   ·  Report

    I completely agree - I'm guessing it was Sage that you're referring to as I have the exact same requirement. Love or hate Sage, it did have some better features for sales tracking. However, you can build a Smart List in your Customers section - I have attached what you need to do - it's not perfect but better than nothing.