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Level 1

Can I run a report based on "class" for invoices paid in full?

We pay commissions when an invoice is paid in full. I notice that the report "Invoices and Received Payments" could help me only if I could run it based on "Class" which I use for my Reps. But if you cannot run it by class, it gives you the whole list of invoices paid and you have to go to each one to see towhat Rep the invoice belogns to. I will appreciate your help with this. Thank you
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Moderator

Can I run a report based on "class" for invoices paid in full?

We can run a different report, EdithC.

 

We can customize the Sales by Class Detail report, and use the filter to run it by Class and paid invoices. Here's how:

  1. Click Reports on the left pane.
  2. Search Sales by Class Detail.
  3. Click Customize.
  4. Under Filter, check the boxes beside Class, and A/R Paid.
  5. For Class, you can select All or select a specific rep.
  6. For A/R Paid, make sure to select Paid.
  7. Click Run report.

Check out these articles to learn more about the report customizations in QuickBooks Online:

I'll be right here if you have more questions about reports.

Highlighted
Level 1

Can I run a report based on "class" for invoices paid in full?

Hello,

Thank you again! Someone else in the community also suggested this same path, I only chose it to be ran as cash basis and it worked!

Thank you for your help! Very much appreciate it!

 

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