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January 31, 2024
Question

Can we show payment history on pledge or invoices?

  • January 31, 2024
  • 1 reply
  • 0 views
When we send out quarterly pledges (invoices) we would like to be able to show their previous payment history. Can we show payment history on pledge or invoices? on their new statement. Can we do that?

1 reply

MariaSoledadG
January 31, 2024

I have another way how to show the payment history of invoices, Chris.

 

Statement will only show customers summaries of their invoices, payments, credits, and balances. You'll want to run the Transaction List by Customers report to provide detailed information about customers, suppliers, and expenses and will display the latest information on customers' and vendors' paid accounts that includes the previous payment history.  

 

  1. Go to the Reports tab, then search for the report. 
  2. Click Switch to classic view.
  3. Select the correct Report period.
  4. Hit Run report.

 

 

Additionally, learn how to filter specific information on your reports to make sure you'll get the right data you need for your business. To know more, check out this article for your reference: Customize Reports In QuickBooks Online.

 

Keep us posted if you need anything else with your invoices. As always, the Community is always here to help you 24/7. Have a great day!