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Level 2

Filtering payments on invoice number

I tried to pile on an existing thread Issue reported on another thread  but I think a separate thread on this topic may benefit others as well who are sending shipments to Amazon warehouse and receiving payments as the items are sold on day-to-day basis. 

 

We track every transaction in QB and every payment we receive against an invoice for shipment sent to Amazon is tracked for a particular invoice. We just don't see a good way to filter and see payments received in a particular invoice. A simple filter showing all payments received against an invoice number will be beneficial or a change in layout that shows tree and branch structure based on invoice(s). We are using 2019 Desktop premier version but the current reporting tool is not enough to easily identify payments against a particular invoice. I tried following the suggested steps in the thread link posted here but lack of response indicates there's no good solution to address my request. Or am I wrong?

 

Thank you!

Solved
Best answer 02-27-2020

Best Answers
Highlighted
QuickBooks Team

Filtering payments on invoice number

Hi there, @FzAll

 

Thank you for reaching out to the Community.  

 

It's my priority to help you sort this out. 

  

We can customize the invoice to generate all the payment. 

 

You can pull up the Custom Transaction Detail report and customize it with paid invoice. To do so, please follow these steps: 

 

  1. Click the Reports, choose the Custom Reports and select the Transaction Detail.
  2. From the Display tab, select Paid to add them as one of the columns to be displayed in the report. Then, OK.
  3. Click the Filters tab and choose Transaction Type.
  4. Under Transaction Type, click Invoice
  5. Press OK

 custom.PNG

 custom1.PNG  

 custom2..PNG

 

The paid invoice method column track all the transaction have been paid against a particular invoice.  

 

You can also customize any report that you want to generate in QuickBooks. Please check this article for more information: Customize reports in QuickBooks Desktop

 

Please let me know if you need anything else in QuickBooks. I'll be here to lend you a hand. Have a great day!

View solution in original post

2 Comments
Highlighted
QuickBooks Team

Filtering payments on invoice number

Hi there, @FzAll

 

Thank you for reaching out to the Community.  

 

It's my priority to help you sort this out. 

  

We can customize the invoice to generate all the payment. 

 

You can pull up the Custom Transaction Detail report and customize it with paid invoice. To do so, please follow these steps: 

 

  1. Click the Reports, choose the Custom Reports and select the Transaction Detail.
  2. From the Display tab, select Paid to add them as one of the columns to be displayed in the report. Then, OK.
  3. Click the Filters tab and choose Transaction Type.
  4. Under Transaction Type, click Invoice
  5. Press OK

 custom.PNG

 custom1.PNG  

 custom2..PNG

 

The paid invoice method column track all the transaction have been paid against a particular invoice.  

 

You can also customize any report that you want to generate in QuickBooks. Please check this article for more information: Customize reports in QuickBooks Desktop

 

Please let me know if you need anything else in QuickBooks. I'll be here to lend you a hand. Have a great day!

View solution in original post

Highlighted
Level 2

Filtering payments on invoice number

Thank you!

 

This is an acceptable workaround even though not perfect :) because it doesn't allow us to filter based on an invoice #. The solution will work quite well if the # of invoices generated are somewhat limited and not very large.

 

One more thing I added to the filter is the customer to further filter and show only invoices for the customer, it results in limited data. 

 

I will accept the solution but I think if your team can add filter on Invoice # then it'll be significantly beneficial for sellers like us, I request this because this day we have about 8 to 10 active invoices for Amazon fulfillment center but as we send more items to Amazon fulfillment center the number of open invoices will increase tremendously. 

 

Thanks again for your help!

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