Customer timeline report
A window into the soul of your customers
Based on the Customer Balance Detail report in QuickBooks, the timeline report is a brilliant tool for you to manage your debtors and speed up collection.
You can use it to:
- Speed up credit control on larger, more complicated clients and projects
- Identify patterns in your invoicing and the client’s payments over time
- Identify where payments have been allocated against the wrong invoices or credits
- Create a spreadsheet you can share with colleagues and clients to clarify how much is owed and get debtor balances paid
- Clear up old, unmatched positive and negative debtor balances
Here’s how you build your own version of report for your business:
Downloading the report and customising it so it tells the story of how a debtor balance has built up is a great way to share information with your clients to help resolve long-standing payment disputes.
Start using the customer timeline report to speed up debt collection in your business today!
Michael
@bluedotmichael
PS – we do lots of bespoke QuickBooks training for business, can we help you?
