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inder
January 28, 2019
Question

How we can find all the list of invoices whether payment received & pending invoices both combined

  • January 28, 2019
  • 14 replies
  • 216 views
No text available

14 replies

HoneyLynn_G
HoneyLynn_G
Level 6
January 28, 2019

Welcome to the QuickBooks Community, @inder.

 

I am the right person to help you find all the list of invoices, whether open, paid or partial in QuickBooks Online.

 

Customizing the report allows us to achieve your request, let me walk you through on how:

  1. Click Reports.
  2. On the search field, enter Invoice List.
  3. Customize the date.
  4. Click Run report.

That should do it, inder.

 

Please know that I'm still for you if you have additional questions or concerns. Just click the "Reply" button. Wishing you and your business continued success.

Dan-0
March 3, 2020

Your solution isn't working for me.  I'm using QuickBooks Desktop Pro 2019 and when I go to Reports I see the Report Center.  When I type Invoice List, I don't get what you show (see below).  I really need this report.  What can I do?

 

    Angelyn_T
    Angelyn_TModerator
    Moderator
    March 3, 2020

    Thank you for joining the thread, @Dan-0.

     

    For QuickBooks Desktop, you can run the Transaction List by Customer report and filter the transaction type to show just your invoices.

     

    Here's how:

     

    1. Select Custom & Receivables from the Reports tab, then click on  Transaction List by Customer.
    2. On the report's page, click on the Customize button so you can filter the report to show just the invoices.
    3. Go to the Filter column under the Modify Report window, then search for Transaction Type.
    4. Under TransactionType select Invoice, then tap OK.
    5. Go to the Display column, to customize the columns you want to display on the report by putting a check-mark beside it.
    6. Click on the OK button to save the customization and hit Refresh.

     

    Once completed, you'll now see your paid, unpaid, as well as the partially paid invoices.

    For additional reference about customizing and running reports in QuickBooks Desktop, read this article: Understand reports.

     

    As always, read our help articles in case you need tips and related links while working with QuickBooks in the future.

     

    Get back to me if you have any other questions. I'm a few clicks away to help. Have a good day!

    lin_jcaj
    Level 9
    October 29, 2020

    Not to worry, AllaL. I've got the report you'll need to show your pending invoices.

     

    This can be done in a few easy steps.

     

    Here's how:

     

    1. Go to the Reports menu.
    2. Choose Sales, then Pending Sales.

    This report will surely give you the data you needed.
     

    I have here an article about customizing and running reports in QuickBooks Desktop for additional reference: Understand reports

     

    I'd also encourage you to read our Help articles in case you need tips and related links while doing a task in QuickBooks.

     

    Please get back to me whenever you have any other questions. I'd be glad to help.

    AllaL
    October 30, 2020

    Hi,

    I'm sorry, but it is not the question I asked.  On the first entry of this topic you show report and say 'this is a pending invoice'.  It looks exactly as the rest, so the question is:  how to flag the pending invoice on the transaction report, so it is DIFFERENT from the rest?  The pending report shows only pending invoices, we need to see pending Invoices flagged on ALL-invoice report.  They are 'non-posting' invoices, but I could not select 'posting' column to display on the report, it is not there.  Is there anything else to flag them?

     

    I hope I made it clear what is needed.  Thank you so much in advance. Alla

    AileneAModerator
    Moderator
    October 30, 2020

    Hello, AllaL. 

     

    You can open the Pending Sales report in QuickBooks and filter it to view the posting status of your transactions. Let me walk you through the steps:   

     

    1. Click the Reports menu. 
    2. Select Sales, then Pending Sales. 
    3. Tap the Customize report. 
    4. Under Filter, then enter in the search bar Posting. 
    5. Under Posting Status, choose Posting. Then OK.

     

     

     

    For more details about customer reports, you may visit this article: Sales reports in QuickBooks Desktop. 

     

    Also, in case you want to customize your reports, you may check out these links for detailed information and steps: 

    Know that I am here anytime you need help with QuickBooks. Have a great day. Stay safe!

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