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Tara00
Level 1

A client wants a summary of work already done and billed for. I don’t want to charge her, she’s not the responsible payer. I just want to send her a summary of service.

It’s a little complicated. I provide foot care service to a long term care home and the invoice has all of the residents’ names on it. One of the client’s spouse requires a copy to submit to his insurance for coverage. Is it possible to send her a service summary of some kind, without all the other names on it because of client confidentiality. Creating an invoice just for her would be requiring payment, and she does not need to pay me as I bill the long term care home. Or is there a way to create a letterhead so I can send the information she needs?
Solved
Best answer July 13, 2023

Best Answers
Kurt_M
QuickBooks Team

A client wants a summary of work already done and billed for. I don’t want to charge her, she’s not the responsible payer. I just want to send her a summary of service.

We're delighted to have you here today, @Tara00.

 

Inside QuickBooks Online (QBO), you can run the Sales by Customer Detail report and customize it to show specific customers. This report will show you all the services rendered for that one customer. We'll write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Reports tab.
  3. In the Search bar, input Sales by Customer Detail report and then click it.
  4. Click the Customize button, and then go to the Filter section.
  5. Choose which customer you'd like to highlight inside the report.
  6. Once done, click the Run report button.

 

For more details, see this article: Customize reports in QuickBooks Online.

 

Moreover, here are some articles to help you keep your current report settings, and manage customers inside QBO:

 

 

@Tara00, it's been a pleasure to have you here today. The Community space is open 24/7 if you have additional QuickBooks-related concerns or tasks you'd like to perform inside the program. We'll make sure to get back to you right away.

View solution in original post

1 Comment 1
Kurt_M
QuickBooks Team

A client wants a summary of work already done and billed for. I don’t want to charge her, she’s not the responsible payer. I just want to send her a summary of service.

We're delighted to have you here today, @Tara00.

 

Inside QuickBooks Online (QBO), you can run the Sales by Customer Detail report and customize it to show specific customers. This report will show you all the services rendered for that one customer. We'll write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Reports tab.
  3. In the Search bar, input Sales by Customer Detail report and then click it.
  4. Click the Customize button, and then go to the Filter section.
  5. Choose which customer you'd like to highlight inside the report.
  6. Once done, click the Run report button.

 

For more details, see this article: Customize reports in QuickBooks Online.

 

Moreover, here are some articles to help you keep your current report settings, and manage customers inside QBO:

 

 

@Tara00, it's been a pleasure to have you here today. The Community space is open 24/7 if you have additional QuickBooks-related concerns or tasks you'd like to perform inside the program. We'll make sure to get back to you right away.

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