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Q
qatarisun
September 20, 2021
Question

Customer's Statement by Invoice

  • September 20, 2021
  • 1 reply
  • 1 view

I need the Customer’s Statement by Invoice, showing every payment

Sample:

Customer has invoice #10 for $1,000

Customer paid $150

Later Customer paid another $150, and another $150.

I need the report:

Invoice #10     $1,000

Payment 1                   $150

Payment 2                   $150

Payment 3                   $150

Outstanding                            $550

 

Is that possible?? I know, I can print the Invoice itself, where payments Total and outstanding balance are indicated. But I need each payment to be shown separately.

Thank you!

1 reply

G
Giovann_GModerator
Moderator
September 20, 2021

I know how to do this, qatarisun.

 

Yes, it's possible. In QuickBooks Online, you'll have the option to create and send customer statements. This shows a summary of their invoices, payments, credits, balances. I'll show you how.

 

  1. Go to the Sales menu, select the Customer tab.
  2. Locate the name of your customer you want to create or send a statement.
  3. Click the dropdown arrow in the Action column and choose Create statement.
  4. In the Statement Type dropdown, select Balance Forward.
  5. Enter the statement date and the date range.
  6. Hit Save, Save and close, Save and send, or Print or Preview.

 

I've got this article for more detailed information: Create and send customer statements in QuickBooks Online.

 

In addition, you can check out this material to learn how to personalize the look of your sales form: Customize invoices, estimates, and sales receipts.

 

You can simply click the Reply button if you have follow-up questions about the customer statements. I'll be here to help you.

Q
qatarisunAuthor
September 21, 2021

Thank you, I know that, but this is not what I mean.

If the customer has several invoices, and makes the payments against each of them by installments, I need this to be reflected in this way:

January 1 - Invoice #1  $1000

January 3   Payment             $200

January 10   Payment           $100

 

January 4 - Invoice #2  $2000

January 5   Payment             $300

January 7   Payment             $300

January 11  Payment            $300

 

January 15 - Invoice #3  $3000

January 12  Payment            $800

 

.. and so on.

I need the report that shows which Invoice each payment was made for. Not just a list of invoices and payments.

I think, such report was available in QB Desktop, if I am not mistaken.

Thank you!

 

M
MirriamMQuickBooks Team
QuickBooks Team
September 21, 2021

Good to see you back, qatarisun. I appreciate you adding detailed information about your concern. 

 

In QuickBooks Online (QBO), we have the Invoices and Received Payments report that you can run, which shows the payments you've received and the invoices that go with them. 

 

However, the format of the report is different from the one that you need. The Invoices and Received Payments report looks like the screenshot below. 

 

I can see how the report you want is beneficial to your business. I recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates.

 

To send feedback, follow the below steps:

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

You may also visit our Feedback forum page. From there, you can see a list of other QuickBooks users who already suggested this feature, as well as the recent updates in QuickBooks.

 

In the meantime, you can export the report. Then, manually edit it from there. To pull up and export the report, here's what you'll need to do:

  1. In the left menu, click Reports.
  2. Select the Standard tab, and go to the Who owes you section.
  3. Locate and click Invoices and Received Payments.
  4. Set the Report period.
  5. Click on the small Gear icon beside the Export icon.
  6. Include Open Balance and Amount on the report's column by putting a checkmark on the box beside them.
  7. On the Invoices and Received Payments Report page, click the Export icon between the Printer and Gear icon. 
  8. Select Export to Excel or Export to PDF.

 

To know more about the reports you can run, see this article: Run reports in QuickBooks Online. It contains details on the report features and specific reports to get the info you need.

 

For additional reference, you can check this article about how you can customize a report in QBO. 

 

Let us know if you have further questions when running report, qatarisun. We're here to help. Take care.

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