Upon running my monthly sales reports (e.g., sales by customer detail) which includes invoices and sales receipts, I've customized the report to include the column "Paid"
My issue is that sales receipts are all showing as unpaid, although they have been at the time of sale, in full (that is why it's a sales receipt). How can I show that the payment has been processed and it is PAID.
Thank you for response. However, that does not help me with what I am accomplishing with the report.
B4 applying your solution, consisting of Invoices and Sales Receipts any invoices that are unpaid show up as such, which is correct. Again, the Sales Receipts appear as unpaid.
Upon applying your solution, the only "Paid" Sales Receipts are those which were voided and of course, zero out so those show as paid.
Applying a filter does not generate the report we need: ALL TRANSACTIONS (Invoices an Sales Receipts) paid (which would be all SRs) and invoices (which could be both paid and unpaid). Also, BTW, the Date Paid column is blank. I've had that issue and QB just doesn't seem to resolve it (in both vendor and customer reports).
Thank you for getting back to us here on the Community page, @FMW.
I also got the same result when running the report in QuickBooks Desktop. At this time, this is how QuickBooks works with vendor or customer reports. For the time being, I suggest disregarding the paid label for your sales receipts since they were paid during the actual sales.
From the report's page, click on Create New WorkSheet from the Excel drop-down.
Tap on in a new workbook.
I'll be taking note of this matter, @FMW. This way, our engineers will know and be updated on the feature needed. To stay updated with the latest QuickBooks news and feature enhancements, I recommend visiting our blog site.
For additional tips about running and customizing reports in QuickBooks Desktop, I recommend opening this article: Understand reports.
If you have any other QuickBooks questions or feedback, please feel free to leave a comment below. I'll get back here as soon as I can to help you again. Have a great day!