Collection process/tracking

You’ve come to the right place for help, @kbsmith5012. Using a custom field is a great idea, even if you are looking for another suggestion. We have a solution that allows you to easily record your customers' past-due invoices and print them on the Collections Report. I’ll guide you through the detailed steps to make this process smooth and straightforward.

You can use the Notes feature in the Customer profile to jot down important info. Here’s how to do it:
 

1. Go to the Customers & Leads menu and click on Customers.
2. Find your customer in the list and give their name a click.
3. Select the invoice and hit Edit.
4. Scroll down to the Note to Customer field and add your details.
   
   
   
   
5. Don’t forget to click Save before you close the page.

Now, let’s get your Collections Report ready for printing:
 

1. Head over to the Reports menu and type Collections Report in the search bar.
2. Click on the Customize button.
3. Hit Change Columns and check the box next to Client/Vendor Message.
   
   
   
   
4. Finally, click Run Report to see it.

For printing, please refer to the screenshot below for additional guidance.

If you have any follow-up questions about recording and printing of past-due invoices for your Collections Report, feel free to reach out, @kbsmith5012. I’m here to provide support and ensure you can complete this task efficiently.

Thank you!  That works perfectly!!

Good day, @kbsmith5012. Thank you for coming back and acknowledging the help provided by my colleague ShangY.
 

We're pleased to hear that our suggestion to use the Notes feature in the Customer profile has worked perfectly for your needs. Your feedback is valuable, and we're glad we could provide a solution that meets your requirements for tracking collection efforts.
 

Your satisfaction is our priority, and we're always here to help you make the most of QuickBooks Online. Should you have any other questions or require assistance in the future, please don't hesitate to post them here again. We look forward to continuing to support your business needs.