Is there an easy way to run a report to get all unapplied payment to show?For some reason have an excessive amount of unapplied payments against customersThanks

Hi @accounts101,

Let me walk you through on what report you can run to view these unapplied payments.

You'll need to run the Open Invoices report first.

1. Move to the Reports tab.
2. In the Find report by name field, enter Open Invoices.
3. Set the report period, then select Run report.
4. In the Transaction Type column, locate a transaction listed as a Payment.

If the Payment transaction matches an open invoice, follow these steps:

1. Select the Payment date to open.
2. Under Outstanding Transactions, check the open invoice.
3. Select Save and send.

If the payment doesn’t match an open invoice, you’ll need to create the transaction. Here's how:

1. Click the Plus (+) icon, then select Invoice.
2. Fill out the form with the same customer, amount and date as the payment.
3. Select Save and close.
4. Go back to the Open Invoices report.
5. Find the unapplied payment, then select the date to open.
6. Under Outstanding Transactions, check the open invoice.
7. Select Save and close.
8. Check your Open invoices report to see if there are any more transactions listed as a Payment. If there are, repeat the steps I provided above.

You can choose to view this article about recording customer payments: Record a customer payment. Read through how you can record a payment for a single invoice, group payments, or partial payments.

You're always welcome to leave your questions in the comments below, should you have any. I'll get back to you.