How to print all invoices for specific customer

Let me show you how to print all invoices for a specific customer, @entrack.

You can print all the invoices under a specific customer through the Income Tracker in your Customers menu. Let me show you how:

1. Go to the Customers menu and select Income Tracker.
2. Choose either Open Invoices or Overdue from the Status drop-down. 
3. Select all the invoices under each tab that you want to print. 
4. Click the Batch Actions drop-down and choose Invoices. 
5. On the Print Invoices page that opens, select the Print button to print those invoices. 

I'd also suggest you to visit our Community Help Articles hub in case you need some related articles in managing your account.

Please let me know how I can be of additional assistance in printing your invoices. I'd be glad to answer should you have any follow-up questions. Cheers to a safe and productive week ahead!

Thanks MaryJoeD but it is not working.  No invoices were displayed.

I think the problem may be that all of these invoices from last year were paid.  There are no open invoices or overdue invoices for this customer.  Those are the only two status options.  Is here a way to show all invoices that were paid?

Ron  

Actually I found the option to select paid invoices, but in the Date drop down box, the only option is for the last 30 days.  Is there a way I can print all paid invoices for last fiscal year for this customer?

Hi there, entrack.

I appreciate you for following the steps provided by MaryJoeD to see each invoice totals for the customer.

Yes, there's an option to print all paid invoices for the last fiscal year for a specific customer. To do this, I suggest running the  Custom Transaction Detail report and customize it. This way, you're able to view the data that you want to see.

Here's how:

1. Go to the Reports menu at the top.
2. Select Custom Reports. Then, choose Transaction Detail.
3. Click the Customize Report button and go to the Display tab.
4. Set the date range to the last fiscal year. Then, select Name, Paid Date, Amount Paid, Paid, and Paid through in the search columns.
5. Go to the Filters tab.
6. Enter Transaction Type in the Search Filters field. Then, choose Invoices.
7. Hit OK.
8. Click the Print icon at the top. Then, choose either Report or Save as PDF.
9. Finish the process.

For further guidance in customizing a report, you can also check out this article: Customize reports in QuickBooks Desktop.

You're also able to save the current customization settings of your reports. This way, you can quickly access them for future usage. For more details, please check out this article: Memorize reports.

Please don't hesitate to post a reply in the comment section if you need further assistance or if you have other questions. I'd be happy to lend a helping hand. Take care.

Thanks ChristieAnn

But this is what I did originally.  This gives me each detail line on all of the invoices.  I am trying to get only total invoice amount for each invoice.  Can this be done?

Ron

I can think of one report, Ron. 

We can pull up the Transaction List by Customer report and customize it to show invoices only. It will show you the total amount of each transaction. Let me guide you:

1. Click Reports.
2. Go to Customers & receivables.
3. Select Transaction List by Customer.
4. Click Customize report.
5. Go to the Filter tab.
6. In the Search Filters field, select Transaction Type.
7. Under Transaction Type, select Invoice.
8. Click OK. 

You can memorize the report so you'll no longer go over to the same customization process.

Let us know if there's anything else that you need. We're just one post away. Take care!

Hi Kristine Mae

That is just what I needed.  Thanks so much for your help.

Just have one other question, since the report doesn't give a total for each customer, can you tell me if this is cash or accrual?  

Hi Kristine Mae

I just manually added up al of the invoices for the customer I want to see.  I realize this is the accrual invoices.  Is there a way to get the cash invoices?  For taxes I use he Sales by Customer report with report basis as Cash. 

I am trying to see all these invoices so the total adds up to what I have on this Sales report. 

Thanks for the prompt reply, @entrack.

I'll guide you with the whole process on how to see the total cash invoices in QuickBooks Desktop.

Good to know that you've already identified that invoices are accrual basis. To get the total cash invoices, you'll need to run the same report that my colleague Kristine Mae mentioned above. Then customize it to sales receipt and payment. 

But before doing that, let's change the company preference first. Make sure to log in as an administrator and in a Single-User Mode. 

Here's how: 

1. Go to the Edit menu, then choose Preferences.
2. Hit Reports & Graphs and tap the Company Preferences tab.
3. In the Summary Report Basis section, select Accrual or Cash.
4. Click OK.

For more details, check out this article: Differentiate Cash and Accrual basis.

After that, access the said report and ensure to select Sales Receipts and Payments. For more information, check out this article: Customize customer, job, and sales reports in QuickBooks Desktop. 

I've also added some articles about handling your reports, customer transactions, and other relevant matters. 

• Understand reports
• Sales and customers

Let me know if you have follow-up questions. I'm glad to help.

Hi Karen Edith

I tried your suggestion, I changed the company preferences report basis from Accrual to Cash.  Then I ran Kristine Mae's previous instructions, but it is still showing the accrual invoices. Ron

Hi there, entrack.

Thank you for coming back and for following the steps shared above to run the correct report to get or show the cash invoices. Since you've already changed the settings from Accrual to Cash and still showing the accrual invoices, I suggest making sure that the date range is correct.

If the issue persists, I suggest contacting our QuickBooks Support Team. They have the tools to pull your account and investigate the cause of the issue.

1. Press F1 to open the Help window.
2. From the search icon, type Contact Support.
3. Click Contact us at the bottom part.
4. Give a brief description of your issue about cash reports for invoices and click the Search button.
5. You'll be routed with How to connect with a QuickBooks expert and you choose which one is best for you.

Please refer to this article to see different information about how QuickBooks Desktop presents different reports that cater to your business needs: Understand reports.

Please don't hesitate to post a reply in the comment section if you need further assistance or if you have other questions. I'd be happy to lend a helping hand. Take care.

Hi ChristieAnn

Yes the date range is correct.  I selected last Fiscal Year.

I will contact support.

Thank you.

Ron

It looks like Support is closed today.  I'll have to try another day.

Thank you for the information.  I need to print invoices for a customer for the last five years.  Instead of clicking on each one and printing it, I found this option.  Only problem is, it doesn't let you customize the date.  It will only allow my to go back to last year.  Is there a way around this or another way to do this?  The need a copy of the actual invoice, not a report. It would be easier to batch print all the invoices for this one customer.  Thanks!

I'd be glad to provide you some information regarding printing invoices by batch in QuickBooks Desktop, Tax girl.

If these invoices are not yet printed, you can print them through the Print Forms section. Here's how:

1. Click File at the top menu bar and choose Print Forms.
2. Select Invoice.
   
3. From the Invoices to Print window, select the invoices for the last five years.
   
4. Follow the on-screen instructions to print the invoices.

However, if you don't see these transactions from there, you'll need to open the invoices one at a time, then put a check-mark in the Print Later box. This way those items are added to the print queue.

If you're having issues with printing, emailing, or saving as a PDF, check this out: Troubleshoot PDF and Print problems with QuickBooks Desktop. This article provides solutions on how to resolve them.

You can always get back to me if you need additional assistance while printing your invoices in QuickBooks Desktop. I'll be more than willing to lend you a hand. Have a good one.

THIS WAS SO HELPFUL! THANK YOU SO MUCH FOR PUTTING TOGETHER!

Hello, Jolynn11

I'm glad my colleague was able to help you with printing your invoices by batch.

If you have any other concerns, the Community team is here to assist you once more. Just add any details, and we'll respond as quickly as possible.