Creating a customer statement with a total amount billed for a fiscal year to include a total amount received.

tkirkendall · ‎January 31, 2022

We need to provide customer's with a statement detailing a total amount they have been invoiced during a fiscal year. The statement also needs to show a total amount they have paid. Example: Customer Z was billed $1,280.00 from July through October for various services. Total amount of payments received towards these services was $950.00. Leaving a balance due of $330.00. I need to be able to create a statement for each individual customer that reflects this information.

MonicaM3 · ‎January 31, 2022

Hello @tkirkendall

Happy Monday! Has January gone as quickly for you as it has for me?

I see that you’re looking for a detailed Customer transaction report. I can help you with that.

In QuickBooks Online, the Transaction list by Customer is the best report for what you’re looking for. You can customize it for the dates you need to reflect your Fiscal year.

In the Reports menu:

Locate Sales & Customers then choose Transaction List by Customer.
Click Customize report.
Enter a date range.
In the Filter drop-down, select the Customer name.
Click Run Report.

You’ll repeat the process for each customer. If this is a report you’ll send every year, you can Save customization.

You can also customize reports to export to a PDF as well.

Feel free to let me know if you have any additional questions about reports or anything else. I’m here to help any time!

View solution in original post

MonicaM3 · ‎January 31, 2022

Hello @tkirkendall

Happy Monday! Has January gone as quickly for you as it has for me?

I see that you’re looking for a detailed Customer transaction report. I can help you with that.

In QuickBooks Online, the Transaction list by Customer is the best report for what you’re looking for. You can customize it for the dates you need to reflect your Fiscal year.

In the Reports menu:

Locate Sales & Customers then choose Transaction List by Customer.
Click Customize report.
Enter a date range.
In the Filter drop-down, select the Customer name.
Click Run Report.

You’ll repeat the process for each customer. If this is a report you’ll send every year, you can Save customization.

You can also customize reports to export to a PDF as well.

Feel free to let me know if you have any additional questions about reports or anything else. I’m here to help any time!

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Creating a customer statement with a total amount billed for a fiscal year to include a total amount received.

Creating a customer statement with a total amount billed for a fiscal year to include a total amount received.

Creating a customer statement with a total amount billed for a fiscal year to include a total amount received.

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