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Level 1

customer statement with detailed payments

Good day,

 

I am using Quick books on line.

 

I know how to make a customer statement, though what I want is for the statement to show payments: when they were paid and  to what invoice they were paid.  Thus if partial payment were made you can see.  

 

What I am getting is just a summary of invoice/ payments but I can not see how and when and how much was paid.  

 

Thanks

stacey

 

1 Comment
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Moderator

customer statement with detailed payments

Welcome to QuickBooks Community, sristuccia.


I’m glad to share some insights about creating a customer statement in QuickBooks Online (QBO).


We have a Transaction Statement in QBO. This type of statement shows the amount of transaction and the amount received per transaction.


This statement will let you see the invoice and the payment, full or partial. However, the payment date won’t show on this transaction.


Here’s how:

  1. Click the Plus sign icon at the top, then choose Statement.
  2. Select Transaction Statement under Statement Type (see the first screenshot).
  3. Set the Statement Date, Start Date, and End Date.
  4. Select Apply to view the statement.
  5. Check the customer’s name.
  6. Click Print or Preview.
  7. Click Save.

If you need to see the payment date, you can run the Transaction List by Customer report.


Here’s how:

  1. Click Reports on the left pane.
  2. Enter Transaction List by Customer in the search box.
  3. Set the date range and click Run report.

Here's a relevant article for more details: Create and manage statements.

 

Showing the payment date on the Transaction Statement is a great idea. I'd like to invite you to send your suggestions to our Product Developers. Just click the Gear icon and select Feedback.

 

Thanks for joining the Community. If you have any clarifications about statements or questions about QBO, feel free to leave a comment below. Have a good one.

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