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usert-umair
December 26, 2020
Question

I want to know, is it possible if we can in customer estimate report, deal value and payment together to have balance amount

  • December 26, 2020
  • 3 replies
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3 replies

JenoP
JenoP
December 26, 2020

Hi there, usert-umair.

 

If you're using Progress Invoicing, you can run the Estimates and Progress Invoicing Summary By Customer report. This report has a column for the amount of the estimate, how much was invoiced, and the remaining balance. Here's how:

 

  1. Go to the Reports menu and type in the name of the report in the Search bar.
  2. Click Customise in the right hand corner then go to the Rows/Columns. 
  3. Make sure to check the Amount, Invoiced Amount, % Invoiced, and Balance boxes.
  4. Click Run report.

However, this report will not show the payments that are applied to the invoices. You can run the Invoices and Received Payments reports separately to see the list of payments for each invoice. Just go back to the Reports menu and type in the name of the report in the Search bar again.

 

I'd also like to share these articles with you about running and managing reports in QBO:

 

The Community is always here if you need anything else. 

 

SAMEH EWIS
SAMEH EWIS
September 11, 2021

Invoiced Amount, % Invoiced, and Balance boxes. Not available

I'm using QBO Plus Saudi Arabia Country Version

Adrian_A
Adrian_A
September 11, 2021

Thanks for the screenshot, SAMEH EWIS. It gives me a visual representation of your concern.

 

The reports on QuickBooks Online depends on the region and the subscription level. The one that's provided by my colleague which is the Estimates and Progress Invoicing Summary By Customer report isn't available on the Saudi Arabia version. However, I have a workaround that you may want to consider.

 

You can open the Estimate by Customer report and export it to an Excel file. From there, you can manually calculate invoiced amount, percent invoiced, and the balance. Here's how to export it:

 

  1. Click the Reports tab.
  2. Enter and select Estimate by Customer.
  3. Click the Customise button.
  4. Filter the Report period.
  5. Click the Filter drop-down.
  6. Tick the Amount box.
  7. Click Run report.
  8. Click the Export button and then select Export to Excel.

 

Feel free to bookmark these references as your guide in managing reports:

 

 

I'm just a post-away if there's anything that I can help with. Keep safe!

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