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Level 2

Customized Report Income by Item

Hi, I need to develop a customized report that reflects what items were paid for when we receive our payments from our clients.

For example, if a client sends a payment of $100, and their invoice is for $50 of material, $50 of labor, I need the report to reflect that the check paid for those specific items.

I've tried customizing the check detail report, but it's pulling in all invoice details, paid and unpaid.

Any help will be greatly appreciated!

Cate

Solved
Best answer 12-11-2019

Best Answers
Highlighted
Moderator

Customized Report Income by Item

Aside from the Check Details, there are different reports that we can pull up to show the paid items on your invoices, CateQ.

 

One report I can think is the Sales By Customer Detail report. Here's how we can customize it:

  1. Select Reports on the left menu and search Sales By Customer Detail.
  2. Click the Customize button and go to the Rows/Columns section.
  3. Click the Change columns link.
  4. Mark the A/R Paid box.
  5. Click Run report.

This'll display the items under the PRODUCT/SERVICE column, while their status shows under the A/R PAID column.

You can also pull up the Invoices and Received Payments report to compare the payment date and amounts.

 

If necessary, you can further customize and export the report to Excel. Have a great day!

View solution in original post

2 Comments
Highlighted
Moderator

Customized Report Income by Item

Aside from the Check Details, there are different reports that we can pull up to show the paid items on your invoices, CateQ.

 

One report I can think is the Sales By Customer Detail report. Here's how we can customize it:

  1. Select Reports on the left menu and search Sales By Customer Detail.
  2. Click the Customize button and go to the Rows/Columns section.
  3. Click the Change columns link.
  4. Mark the A/R Paid box.
  5. Click Run report.

This'll display the items under the PRODUCT/SERVICE column, while their status shows under the A/R PAID column.

You can also pull up the Invoices and Received Payments report to compare the payment date and amounts.

 

If necessary, you can further customize and export the report to Excel. Have a great day!

View solution in original post

Highlighted
Level 2

Customized Report Income by Item

Thank you, very helpful!

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