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mary27
Dec 19, 2019 5:31 PM UTC
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Need a report that shows paid invoices, including payment methods, for all customers

I need a report that shows paid invoices, including payment methods, for all customers. I need to know how each invoice was paid and when. Can anyone help?

Tori B
Tori BAnswer
Dec 19, 2019 6:23 PM UTC

Hey there, @mary27.

 

I'll be glad to help you out with this report.

 

I recommend creating a Transaction List by Customer report and customizing to fit your needs. You can also check out Customize reports in QuickBooks for more details on how to customize.

 

To create the Transaction List by Customer report:

 

  1. Click Reports menu at the top.
  2. Choose Customer's and Receivables then Transactions List by Customer. 
  3. Select Customize Report in the top left corner of the report.
  4. Click on the Filters tab.
  5. Search for Paid Status and choose Closed.
  6. Click the Display tab and check off Pay Meth. Then click OK.

 

If you need more help with this feel free to reach back out. I'm only a post away. Have a great rest of your day.

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4 replies

Tori B
Tori BAnswer
Dec 19, 2019 6:23 PM UTC

Hey there, @mary27.

 

I'll be glad to help you out with this report.

 

I recommend creating a Transaction List by Customer report and customizing to fit your needs. You can also check out Customize reports in QuickBooks for more details on how to customize.

 

To create the Transaction List by Customer report:

 

  1. Click Reports menu at the top.
  2. Choose Customer's and Receivables then Transactions List by Customer. 
  3. Select Customize Report in the top left corner of the report.
  4. Click on the Filters tab.
  5. Search for Paid Status and choose Closed.
  6. Click the Display tab and check off Pay Meth. Then click OK.

 

If you need more help with this feel free to reach back out. I'm only a post away. Have a great rest of your day.

    VeronicaT1
    Apr 24, 2024 9:17 PM UTC

    Hi ,

    Don't you have a report on each invoice with their applicable payment  or if you have a cheque and it itemizes the multiple invoices paid by that particular cheque?

    thanks

    JoanaC
    Apr 24, 2024 10:07 PM UTC

    I'll be more than happy to assist you with your report, @VeronicaT1. 

     

    Yes, we have the report that you're looking for. Let me guide you on how to pull up the Transactions list by Customer report. 

     

    Here's how: 

    1. Go to the Reports Center.
    2. Click Transactions List by Customer.
    3. Select Customize and then select Transaction Type.
    4. Choose Invoice and Payment.

     

    I'd love to share these articles that can help you manage your reports in the future: 

     

     

    Let me know if you still have questions about your reports. Have a lovely day ahead, and take care. 

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