QuickBooks Desktop - report which shows running balance for each invoice

jack1289 · ‎November 02, 2021

I am using QuickBooks Desktop.

Is there a report available which shows a running total per invoice for a customer, so e.g. i invoice a customer on 1/1/2021 for £1,000, and then they pay £500 on 5/1/2021, £250 on 1/2/2021, and the final £250 on 1/3/2021.

I then send another invoice on 1/2/2021, and the customer pays £750 on 5/2/2021, and £250 on 5/4/2021.

Rather than clicking on each individual invoice, is there a report which shows the invoice, and the associated payments for each invoice, with a running total per invoice.

Ashleigh1 · ‎November 02, 2021

Hello Jack1289,

Welcome to the Community page,

You could run the Open Invoice Report, customise it to include the amount (original amount) . so it will show the original "amount" and any open balance on the invoices.

jack1289 · ‎November 03, 2021

Hi @Ashleigh1 ,

As per my original post i'm not trying to find a report with open balances on an invoice.

I'm asking for fully paid invoices, that have been paid over multiple days, is it possible to generate a report showing the invoice, and the associated payments, with a running total.

Thanks

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QuickBooks Desktop - report which shows running balance for each invoice

QuickBooks Desktop - report which shows running balance for each invoice

QuickBooks Desktop - report which shows running balance for each invoice

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