Workflow · Reconcile · Opening soon

Customers paying late

Make a late payment report from your QuickBooks invoice export. See customers who usually pay late, their average days late, and what they owe now.

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Someone typed

“list customers who usually pay late: average days late on their paid invoices and how much they owe now, slowest payers first”

The agent read it as

List customers who usually pay late from QuickBooks invoices: average days late on their paid invoices and how much they owe now, slowest payers first.

What the agent built

1 step, each one an ordinary Mammoth step you can open and change.

File

QuickBooks invoices

CSV export · 40 rows

Step

Summarize late payments and balances

Step 1

Result

Late Payer List

10 rows

Schedule

Runs when you say

Proposed

File
QuickBooks invoices
CSV export · 40 rows
Step
Summarize late payments and balances
Step 1
Result
Late Payer List
10 rows
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 10 rows came out.

Download QuickBooks invoices sample (40 rows)QuickBooks: Sales > Invoices > Run report > Export to CSV

What you get back

The result of that run, the rows to look at first.

Late Payer ListSample data10 rows

Customer	Average days late	Owed now
Cedar Forge Supply	41	2,240
BrightNest Interiors	30.50	1,325
Green Harbor Foods	4.67	1,210
Foxglove Labs	3.33	980
Harbor Bloom Co	3	1,880
Kite & Kiln	2.67	1,195
Driftline Media	2.33	1,090
Aster Lane Studio	2	1,410
Juniper Trail Outfitters	2	1,425
Elm & Ember Co	2	1,560

10 rows in the result. Sample data: illustrative figures, not business results.

How do you make a late payment report from QuickBooks invoices?

Export your QuickBooks invoices, then upload the file. The workflow sums late payments, calculates average days late for paid invoices, adds current balances, and sorts the slowest payers first.

How it works

How to use the Late Payer List workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Late Payer List: questions

What export should you use?

Use an invoices export from QuickBooks. It should include customer names, invoice dates, due dates, payment dates if paid, and invoice amounts or balances.

What happens to rows that do not match?

Rows that do not have the fields needed for the late payment and balance steps are left out of the report. They do not stop the rest of the file from being processed.

How do you change the rules in words?

Change the wording for who counts as late, what date fields to use, and how to sort the list. For example, you can ask for unpaid invoices only, average days late by customer, or slowest payers first.