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caroline-m-kupka
Level 1

Is there a way to get a pdf of all the invoices a customer paid for this year

 
1 Comment 1
RheaMaeH
QuickBooks Team

Is there a way to get a pdf of all the invoices a customer paid for this year

Yes, Caroline. You can get a PDF of the invoices a customer has paid for this year in QuickBooks Online.

 

To assist you better, could you please confirm whether you’d like all the invoices in a single PDF file or prefer individual invoices as separate PDF files?

 

If you want a single PDF file, you can run the Invoice List report and customize it to show the specific data you need. Here's how:

 

  1. Go to the Reports section.
  2. Search for and select the Invoice List report.
  3. Set the Report period to Custom dates and enter the date range for this year.
  4. In the Columns tab, select the checkboxes for Customer, A/R Paid (to display payment status), Transaction Type, and any other details you want included.
  5. In the Filter tab, select A/R Paid and choose Paid to filter only paid invoices.Screenshot 2025-08-21 223311.png
  6. Once customized, click on Export and select Export to PDF.
    Screenshot 2025-08-21 221641.png

 

If you prefer individual invoice PDFs, you can use the batch print feature. Follow these steps:

 

  1. Navigate to the Sales menu and click Invoices.
  2. Use the Status filter to select Paid invoices and filter the Date to cover this year.
  3. Select the invoices you want to include.
  4. Click on the Batch Actions dropdown and choose Print.
    Screenshot 2025-08-21 223957.png
  5. This will generate a PDF containing all the selected invoices, which you can download and save.
    Screenshot 2025-08-21 224020.png

 

Don’t hesitate to revisit this thread if you need more assistance.

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