View customer's invoice history with payment in the same line

DP77 · ‎February 24, 2022

Anyone know how I can pull a customer's invoice & payment history but with the payment in the same line going across instead of a separate line? This way it's clear as day which invoice a payment was for.

We have recurring invoicing and sometimes they'll miss one and things get out of sync. The Customer transaction list and statement don't show which invoice a payment belongs to. It just shows a date it was made.

Trish_T · ‎February 24, 2022

Hi DP77,

It's nice to see you reaching out here. QuickBooks Online provides everything you need to accomplish your daily bookkeeping goals seamlessly. You can run a report to view customer invoice and payment history. I'll be happy to guide you through the steps!

Let's open the Reports module by going to:

1. Reports from the left menu

2. In the search field, type Transaction List by Customer

3. Open the Customize button at the top right

4. Choose the Report period

5. Use the dropdown menu in the Group by field to select Customer

6. Open the Filter and select Invoice in the Transaction Type field

7. Make your desired selection for the remaining fields

8. When ready, hit Run report

For additional Filters, click on the small Gear in the top right of the report > and then Show more.

Please feel free to reach back out if other questions arise. We'd be happy to help!

DP77 · ‎February 24, 2022

Yet again a response that doesn't answer the question asked. The responses in these forums have to be bots right? There's no way Intuit has this many employees that don't understand what its users are asking.

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View customer's invoice history with payment in the same line

View customer's invoice history with payment in the same line

View customer's invoice history with payment in the same line

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