Including payment details on Invoice for customer

Helping you add details to your invoice is my priority, @EllisKazoo

In QuickBooks Desktop (QBDT), we’re unable to show all the payment details on your line item. As a workaround, you can utilize the memo field in your invoice to add other payment details.

For additional details, you can access this article: Add, edit, and delete items. This provides information on how you can edit or update the details of your item.

Lastly, you can check out our Accounts Receivable workflows in QuickBooks Desktop. This can help you organize your cash flow, and track sales, receivables, and profitability more accurately.

If I can be of any other help, please don't hesitate to drop a reply below. I'll always have your back.

Thta is absurd. there must be a filed where customer see the payment history. We are able to show the total payment has been made at the bottom but thats not fair for the customer who wants to see at least date and amount separately. using memo is not professional way and open lots of human error.

How can we resolve that?

Hi there, @WW233.

I recognize the convenience of adding payment details such as payment method with the date and amount on invoices. Providing a way to achieve your goal of containing payment history is my priority.

Yes, we're unable to customize the invoice to add the method of payment and payment history when printing. Though the Memo field documents other data, I agree that there are differences with every company's needs.

As a workaround, you'll want to consider sending a customer statement. From there, statement options are available for dates where you can set a period. This will give a list of the transactions and their payment history accordingly. 

Once you choose between multiple or specific customers, including item details is available. However, the payment method is still unattainable.

To learn more about producing a summary of your customer's account, listing recent invoices, credit memos, and payments received, refer to this article: Create and send customer statements in QuickBooks Desktop.

If you need to pull up reports to get the data you need. For more details about customizing reports, check out this guide: Customize reports in QuickBooks Desktop.

With the information above, your customers will be able to view their payment history, along with other invoice details. Keep me posted if you still have concerns about modifying invoices. I'm always here to help.