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Devilschild99
Level 1

Is it possible to see what invoices have been allocated to a payment on an individual client account and when and how much that payment was?

 
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Best answer January 19, 2021

Accepted Solutions
MariaSoledadG
QuickBooks Team

Is it possible to see what invoices have been allocated to a payment on an individual client account and when and how much that payment was?

Let me explain to you one by one how invoices are being referenced once payment is made, Devilschild99.

 

For clients who are using the GoCardless app, you'll want to check with them the invoice that they have already paid to double-check the invoice total amount and compare it with its' payment.

 

However, if you're recording the payment manually and want to know those invoices that have already been paid, you can run the Invoices and Received Payments report.

 

Here's how:

  1. Click the Reports menu.
  2. On the Search bar, type the name of the report. 
  3. Specify the Report period on the field.

For your reference, you'll want to print and export the reports to track your business information and generate a copy for the file. 

 

Let me know if these steps help you. I'll be around to help with this and anything else!

View solution in original post

2 REPLIES 2
MariaSoledadG
QuickBooks Team

Is it possible to see what invoices have been allocated to a payment on an individual client account and when and how much that payment was?

Let me explain to you one by one how invoices are being referenced once payment is made, Devilschild99.

 

For clients who are using the GoCardless app, you'll want to check with them the invoice that they have already paid to double-check the invoice total amount and compare it with its' payment.

 

However, if you're recording the payment manually and want to know those invoices that have already been paid, you can run the Invoices and Received Payments report.

 

Here's how:

  1. Click the Reports menu.
  2. On the Search bar, type the name of the report. 
  3. Specify the Report period on the field.

For your reference, you'll want to print and export the reports to track your business information and generate a copy for the file. 

 

Let me know if these steps help you. I'll be around to help with this and anything else!

View solution in original post

Devilschild99
Level 1

Is it possible to see what invoices have been allocated to a payment on an individual client account and when and how much that payment was?

Thank you for your assistance

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