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Feb 16, 2023 9:22 PM UTC
Question

We receive progress payments from clients, how can we show payments made while also showing remaining balance due?

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1 reply

Bryan_M
Feb 17, 2023 12:15 AM UTC

I'll be willing to lend a hand in guiding you to achieve your goal, @blucrew.

 

Know that the Estimates & Progress Invoicing Summary by Customer reports will show your client's payment together with its due balance. 

 

To run this report, here's how;

 

  1. On the left column of your panel, select Report.
  2. Type in the report title and select it if choices show's up
  3. Click the Customize tab in the upper right corner, then you can edit the date range in the Report period. You can also click the Filter dropdown if you want to specify customers, and the Head/Footer dropdown to edit the display of the report.
  4. Once done, click the Run report icon.
  5. In the report, you'll see the details you need.

 

You can read through these articles as additional references for generating reports in QuickBooks:

 

 

Never hesitate to reply to this post if you need assistance with managing your reports or any QuickBooks Online-related concerns. It will be an honor to assist you. Keep safe and have a good one!