Contact Transactions – Receivables report

Access this report from the Contact Transactions – Summary report to see all receivable transactions (invoices, credit notes, overpayments and prepayments) owed by a particular customer over a given period.

Access and run the Contact Transactions - Receivables report

  1. In the Reports menu, select All Reports.
  2. Under Accounting, click Contact Transactions – Summary (New).
  3. Select a contact.
  4. Select a date range.
  5. (Optional) Click Report Settings to refine your report.
  6. Click Update to run the report with the settings you've chosen.
  7. Click anywhere in the Receivables section to view the Contact Transactions – Receivables report.
You might like to save this as a custom report if you would like to access it directly in future.

Report Settings

These are the options you can use to refine the Contact Transactions – Receivables report.


If you'd like to see all records of prepayments on the report, select Included. This will include when prepayments were raised, refunded and allocated.

Select Excluded to see only prepayment allocations, not when prepayments were raised or refunded.

Date Search

Filter by a type of date range. For example, you might want to only see invoices with an expected date within the current month.

Show or hide decimals

Numbers will show to 2 decimal places by default.

To show only round numbers, click to clear the Show decimals checkbox.

Sort into groups

Select an option from the Layout menu for grouping information on the report. Select Standard for no groups.

Show or hide columns

Select check boxes for columns you wish to show on the report. Clear a checkbox to hide a column.

If your organisation uses tracking, you can also filter by tracking category. The filters you choose will appear in a text block on the report. You can edit or remove the text block if you wish.

Edit, move or delete report text blocks

Sort and reorder columns

Once you've run your report and refined your results, you can:

  • Sort the report in ascending or descending order of the data in any column by clicking on the column heading.
  • Reorder the columns by dragging and dropping them.