Thank you for your answer . Now I know a litter more about the custom reports and how to classify my customers deposit. But i still trying to figure out how can get on my reports my real Income. I just wanna know if its possible to get the information in the way i see it right.
Example:
Invoice A for $2000 total with $500 downpayment
- $500 donwpayment received on January
- Job was done later in February while we were waiting for a permit.
-Final $1500 payment was received on February when the job was done and completed.
Invoice B for $5000 total with $1000 downpayment
- $1000 donwpayment received on January
- Job was done in January and the customer pay later on February. 30 day balance due.
-Final $4000 payment was received on February.
Actual behaivor using the Profit and Loss report using the Cash method
| | January | February | Total |
| Invoice A | 500 | 1500 | 2000 |
| Invoice B | 1000 | 4000 | 5000 |
| Total | 1500 | 5500 | 7000 |
But from my point of view it is not real and what i would like to see is:
| | January | February | Total |
| Invoice A | | 2000 | 2000 |
| Invoice B | 5000 | | 5000 |
| Total | 5000 | 2000 | 7000 |
Why ?
The invoice A was a job done and complete on February so I dont want to see it on January becuase the $500 downpayment is a money that is not mine until i complete the job and can be refund is the job is canceled.
The invoice B was a job done in January and it should appears on February becuase was really completed on January just got a final payment delay.
I sincerally hope that your team can show a way to do this. I have trying for weeks and i have not be able to find any information about how to do it. I pay my team depending of my net earning and every week is a headache do it manual.
Thank you in advance.
