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Rosieb
Level 2

I do reports with amounts owed by all customers ( ie Debtors Jan-Jun 2020). Is there a way to include partly paid invoices with amounts the customers have paid?

 
3 Comments 3
SarahannC
Moderator

I do reports with amounts owed by all customers ( ie Debtors Jan-Jun 2020). Is there a way to include partly paid invoices with amounts the customers have paid?

Thank you for posting in the Community, Rosieb. I'm glad to help you out with your concern.

 

Yes, we can include partially paid invoices and the amount the customer needs to pay  in QuickBooks Online report. Let's run the Invoices and Received Payments report to get these things possible.

 

Here are the steps on how to do it:

 

  1. Go to Reports on the left panel.
  2. In the search box, enter Invoice and Received payments.
  3. Click the Customize button at the upper-right corner.
  4. Make sure to set the report on the desired date (January-June 2020).
  5. Select the Rows/Column section and include the following by putting a check-mark: Amount, A/R Paid, Open Balance, and DateNote: You can add other details if you want. 
  6. Select the Filter section and tick the Customer box. Then, select All since you'd like to show all the customers.
  7. Then, hit Run report.

 

Here are the sample screenshots for additional reference:

1.PNG2.PNG

 

Then, this is how it looks like: Sample

3.PNG

 

To manage any reports in QuickBooks, check these articles anytime. Each of them provides information about modifying details by including or excluding them and learn about saving the report you've currently customized:

 

 

Let me know if you have follow-up questions about it. I'd be happy to assist you more. Take care and have a good one!

Rosieb
Level 2

I do reports with amounts owed by all customers ( ie Debtors Jan-Jun 2020). Is there a way to include partly paid invoices with amounts the customers have paid?

Thank you 

 that's almost there.  

 

My monthly reports only show our debtors, ie customers who still have to pay.   Some may have paid half or a lump sum.  I don't need to report on those who have paid in full.  Is there a way of showing this, ie a list of outstanding invoices with invoice date, invoice due date, invoice number, customer, amount of invoice, and amount of invoice less any payments they made have made towards that invoice.  

Tori B
QuickBooks Team

I do reports with amounts owed by all customers ( ie Debtors Jan-Jun 2020). Is there a way to include partly paid invoices with amounts the customers have paid?

Hey there, @Rosieb.

 

Thanks for following up with us. 

 

At this time, the only option would be to include all customers, including both paid and unpaid. Or you can choose certain customers that have not paid or partially paid manually. I understand how the report's ability to only pull customers that have open balances would be beneficial for you and your business. If you'd like, I can submit feedback to our product development team, so this could be considered in a future update.

 

Please let me know if you have further questions or concerns. You can reach out to the Community any time. Take care!  

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