How do I create a customer statement that reflects which invoice a payment was applied to
Hi there, laurietilelli.
I'm glad you've reached out to the QuickBooks Community. Let me help share some insights about the customer statement in QuickBooks Desktop.
The customer statement only shows the summary of your customer's account, listing recent invoices, credit memos, and payments received. To check which invoice payment was applied to, you'll need to pull up the Transactions List by Customer report.
Let me walk you through the steps:
You can also check this article on how to customize reports in QuickBooks Desktop.
For additional reference, you can check this article: Create a billing statement.
If you need further assistance with the steps, I recommend to contact our QuickBooks Desktop Support Team. They have additional tools to pull up your account and do a remote session.
Here's how you can contact our customer support:
That should do it! Feel me in if you have additional questions about the customer statement. I'm always here to help. Wishing you and your business continued success.
I'd be glad to join the thread and help share a little more information about creating statements in QuickBooks Desktop Enterprise.
As mentioned by my colleague JanyRoseB, customer statement only shows the summary of your customer's account, listing recent invoices, credit memos, and the payments received. As of now, there isn't an option to create a statement that indicates what invoices each payment was applied.
However, to check what invoices each payment was applied to, you can run the Transactions List by Customer report following the steps provided above and make the necessary customization.
On the other hand, to learn more about statements and running reports in QuickBooks Desktop, you may check these articles:
I'll be right here to help you if you have any other questions about statements, just add a post/comment below. Have a great day ahead!
As stated previously, I do not need a transaction report. I need a customer statement to be given to the customer. This is a function we use to have and unclear why this is no longer available. Without this capability it is very hard for the customer to reconcile. Please bring this function back.
I appreciate you for getting back to us here in the Community. Allow me to chime in and help provide information about your Customer Statement concern in QuickBooks Desktop.
For now, the only option available is the report shared by my colleague above. Right now, customizing customer statements to show invoices and its payments are unavailable.
I'm personally taking note of your request regarding the customer payments in QuickBooks Desktop. It would also be best making sure you always have the latest release to ensure any new features from the product engineers will be on your program.
For additional insights on the steps, I'm adding the article I recommend on this:
Please feel free to post any questions you have below regarding the customer statements. The Community will be here to help.