Users can create a Saved Search to view the Average Days an Invoice is paid by their Customers via the following:
- Go to Lists > Search > Saved Searches > New > Transaction or
Reports > Saved Searches > All Saved Searches > New > Transaction
- Under the Criteria tab, add the following:
- Main Line= is true
- Type= is Invoice
- System Notes fields > New Value= contains Paid in Full
- Date (optional)
- Then in the Results tab, key in the following:
- Select Group as the Summary Type for Name
- Add Formula(Numeric) with the formula:
ROUND(({systemnotes.date}-{trandate}),2)
- Choose Average under the Summary Type
- Select Round to Tenths in the Function field
- Add a Custom Label (Average Collection in Days)
- Save & Run