Skip to main content
T
Tenacity
May 27, 2020
Question

Print customer notes on collection and open receivable reports

  • May 27, 2020
  • 3 replies
  • 0 views

Does anyone know of a way to print customer notes on the collections and open a/r reports? I know you can print them in a customer contact list, but we primarily use customer notes to document collection efforts, so including them in collections or the a/r reports would be far more helpful. Seems like it would be an easy task for Intuit to add the note field to the available columns for customizing reports.

3 replies

Adrian_A
Adrian_A
May 27, 2020

I've got the steps on how we can print a customer notes on the report, Tenacity.

 

Let's make sure to filter the report to show the notes. I'll show you how:

 

  1. On the Accounts Receivable report and Collections report, click the Customize button.
  2. Go to the Rows/Column drop-down.
  3. Select the Memo/Description box.
  4. Click Run report.

 

Afterward, let's click the Print icon to print the report.

 

I've also added this article that has the details on the format when printing a report: Format printed reports. Then, go to the Print reports section.

 

Feel free to get back to me if you still need my help. Stay safe!

T
TenacityAuthor
May 27, 2020

The memo/description field is in the invoice.  I'm talking about the customer note field within the customer file. I don't want to put collection notes within each invoice because the customer will be able to see them.

    AlexV
    AlexV
    May 27, 2020

    Good day, Tenacity.

     

    Though we can enter notes on the customer's profile, we're unable to add them to the transaction reports. You'll want to export both the report you need and the contact list into an Excel file. From there, you can merge them and get the data you need.

     

    You can simply click the Export button and select the Export to Excel.

    I've also added these articles to learn more about reporting in QuickBooks Online:

    I'll always be here if you have more questions. Wishing you all the best!

    R
    RishBR
    October 16, 2021

    Hi @Tenacity,

     

    Rishika here from Better Reports!

     

    I think our app Better Reports can show this. As an example, I have added the customer note to an Accounts Receivables report that shows total A/R balance by customer (screenshot below).

     

    We can also add this field to any other reports with customer level data.

    What do you think?

    S
    SS34
    July 13, 2023

    One suggestion:

    when you have a collection note on a specific invoice, use the “memo” field at the bottom of the invoice template (below customer message). Make sure this note doesn’t show on your invoice that gets sent to your customer though. Then you can add the “memo” field to your collections report.

      C
      Cash-Is-King
      June 1, 2024

      Please confirm the “memo” field as noted on the invoice level is not visible to the customer when the invoice is reprinted or shared via link with them.

      pls confirm field will print on aging.

      If so confirm a/r aging modification instructions. 

      Thanks 

      Terms & ConditionsAccessibility statement