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S
Sam5489
November 2, 2021
Question

Is there a report in QuickBooks online that shows all customer payments and to which invoices it was applied to?

  • November 2, 2021
  • 2 replies
  • 0 views
Hello Community, I think it would be very helpful to have a report that shows customers invoices and payments and/or credit memos and how they were appleit against each other. If someone knows a way already please raise your voice, It will be very helpful to have such a report. Thank You!

2 replies

J
JamesM4
November 2, 2021

Hello sam-highpointgps,


Welcome to the QuickBooks Community. I'll be happy to point you in the right direction with finding the right report for your business. QuickBooks offers a wide variety of reports that help you bring your finances into perspective. 


Based on the details you've provided, I recommend running the Invoices and Received Payments report. This report shows the payments you’ve received and the invoices that go with them. You can find this report by clicking Reports from the left menu and searching for the report using the search field. You can also customize the report so it only shows invoices and payments from selected customer. To do this, click on Customize (once you have the report open) > click on the Filter drop-down > from here, select the customers in questions and hit Run report. 

 

Try this out and let me know if this is what you're looking for. I'll be here in case you have any other questions. Otherwise, I wish you a great rest of the week. 
 

S
Sam5489Author
November 8, 2021

Thanks , That was the report I was looking for.

 

One thing that I would like to mention that would be very helpful to have. The report only gives you the total amount of the invoice, not the amount that was applied. Let's say I have two invoices of $5000 and a payment of $7500, the report will show me "Invoice 1234 $5000 and Invoice 12345 $5000 " and I will not see how much it was applied to each invoice. I know I can click on the payment and I will see how it was applied, But I need it to send it to my customers.

 

Thanks again! 

T
Tabu
July 22, 2024

How do i create this report in QBDT?  I want to see all payments and what invoices each payment was applied to.

T
Trish_T
July 22, 2024

Hi Tabu,

 

QuickBooks Desktop offers multiple reports that can be customized as well as memorized.  To see how much your customers owe, you can review the A/R Aging Summary, A/R Aging Detail, or Open Invoices sales reports.  You can also easily review information related to customers, items, pending sales, and sales orders, with the Sales by Customer Summary, or Sales by Customer Detail report.  To learn more about reports in QuickBooks Desktop, click here.

 

If you have any other questions, feel free to reach out.  We would be happy to help!

T
Tabu
July 23, 2024

That didn't even come close to the question i asked.  How do i run a report showing how every payment was applied to customer invoices?

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