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CLARental
Level 1

Quickbooks desktop report for all payments on one invoice

I am looking for a report on quickbooks desktop that will show me all the payments made to one invoice.  This customer has been paying me over a year onto one invoice and I am trying to find a report that will show all the payments made to one invoice.  I have checked online and everything says transaction detail but that only shows the invoice.  I need to see all the payments made to one particular invoice.  I did not think this was going to be an issue but I have spent way too much time trying to get the answer that I need as the client is paying off the invoice and I need to see all the payments that have been made.

4 Comments 4
JamesM4
QuickBooks Team

Quickbooks desktop report for all payments on one invoice

Hello CLARental,

 

I'm glad to learn you're using QuickBooks Desktop to help streamline your business. I'll be happy to steer you on the right path so you can continue being amazing at managing your business. 

 

QuickBooks is an easy-to-use program that simplifies the way you handle your accounting. The report you've described isn't available in QuickBooks. I can see the benefit of having access to this report and I encourage you to send feedback about this to our engineers. To do this, click on the Help menu and look for Send Feedback Online

 

Otherwise, I'd recommend running a Transaction List by Customer report and filtering it to see the payments in question. Here's how:

  1. Click on Reports at the top.
  2. Navigate to Customers & Receivables > select Transaction List by Customer.
  3. On the Num column, you'll see all of the invoice numbers. You can open each transaction to see the payment numbers.
  4. To add or remove filters on the report, just click the Customize Report button in the upper left-hand corner.

Let me know if this info helps. I'll be one message away in case you have additional questions. 

CLARental
Level 1

Quickbooks desktop report for all payments on one invoice

That does not work as it only lists the invoices and not the payments showing for that invoice

JamesM4
QuickBooks Team

Quickbooks desktop report for all payments on one invoice

I appreciate you trying that. Since the report you've described isn't available, I'd recommend sending feedback about this to our engineers by following the steps in my previous message above. Let me know if you have other questions.

sharieb
Level 2

Quickbooks desktop report for all payments on one invoice

If you have made deposits with those payments, you can go into your deposit history and it will list each payment which you can then cross-reference against your customer balance report to see what was paid or not.

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