Skip to main content
B
bookkeeper@mjds.
June 27, 2022
Question

Invoices with the List of payments for this invoice - Report

  • June 27, 2022
  • 1 reply
  • 0 views
I need all payments - each in separate line-  to be reflected in the Invoice, or in some Report. My clients have multiple invoices and they pay installments on each invoice. There is no way to print a particular invoice with all payments applied to this invoice. In the QB Desktop you could open the Invoice , and EVERY payment was listed there. In QBO only TOTAL of payments is indicated. 
Please do not suggest "Transactions by Customer". I spend hours separating the Invoices with the payments and arranging them into separate Reports in the spreadsheets! This is unacceptable. I called the HelpDesk, they said, they included this feature "for me" and tried to charge me $695!!!! When I refused and wanted to ask more questions, they said "no problem" and simply disconnected. What kind of customer service is that? 
And how it is possible that such basic feature is still unavailable in QBO: Invoice with every payment applied to this invoice??

1 reply

H
Henock K
June 27, 2022

Hi bookkeeper@mjds,

 

Welcome to the Community. Accessing your invoice payment reports is essential in order to keep track of your books.  QuickBooks Online is a flexible program that simplifies the way you manage your books. I'd be glad to point you in the right direction on the invoices with the list of payments.

 

QuickBooks Online offers the ability to access invoice payment reports. I'd encourage to follow these steps to access the Invoices and Received Payments report. 

 

  1. Click on Business overiew on the left navigation menu
  2. Select Reports.
  3. Scroll down and select Invoices and Received Payments.
  4. Click on Customize to filter by customer.
  5. Select the small Gear icon to add more filters.

 

This will allow you to view payments for an invoice. 

 

If you'd like to include a feature in QuickBooks Online, I recommend that you send us Feedback by clicking on the Gear icon at the top. This is sent to our Development Team to consider for future updates.
 

Let me know if you have any questions, I'll be happy to help. 

 

 

Terms & ConditionsAccessibility statement