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NICOBoulangerie
October 29, 2023
Question

When a payment close multiple bills, how to see only one row for the payment in sales page?

  • October 29, 2023
  • 1 reply
  • 0 views

Whenever a customer makes a payment for multiple invoices, and I match them, in sales page I see one entry for every invoice paid or partially paid with that payment.

I already see the invoices as all paid (one row each), how can I see only one row for the payment (effectively it is only one payment entry) with the list of the paid invoices in the description?

1 reply

C
Carneil_C
October 29, 2023

It's great having you join us here in the Community, @NICOBoulangerie. I'd be delighted to provide you with some insights so you can pull up those customer payments.

 

In QuickBooks Online, we're unable to view all sales data directly from the Sales page. Although filtering options are available, it's not possible to view all of those invoices linked from those payments in a row. However, the good news is that we have reports that contain all the necessary data to help you better monitor your sales. We can use the Invoice and Receive Payments report. 

 

Here's how you can do it: 

 

  1. Go to the Reports from the left pane.
  2. From the search bar, enter the report's name, "Invoice and Receive Payments".
  3. You can modify the Report period or Customize the details of it.
  4. Then Run report to save the changes.

 

To guide you more in accounting these transactions, check out this article: Record invoice payments in QuickBooks Online. 

 

Additionally, I've added some resources that you can use to learn more about how to personalise and export reports to help you manage your business:

 

If you need any help with your sales transactions or QBO-related tasks, please let me know. I'll do everything I can to help here in the Community. Keep safe always.

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