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We are looking for a report , within a date range, to show invoice number, customer name, invoice total, and payment method used.
Hey there, @Brita2. You can run the Customer Balance Detail report to show the invoices, customer names, totals, and payment methods used within a date range. I can guide you through the process.
You can follow these steps:
For a more detailed guide on personalizing your reports, you can visit this article: Customize reports in QuickBooks Desktop.
In case you want to use the same settings for the customized report in the future, you can memorize it. For more info, you can check out this article: Create, access, and modify memorized reports.
Should you have any other questions besides running a specific report, you can return here and add a reply. It's always our pleasure to help. Have a great day!
This report is only showing the balance due from each customer. I need to see sales/invoices for a certain date range that shows how the invoice was paid.
I've got the report you need, @Brita2. Let me walk you through how to get a list of your invoices within a specific date range with all the necessary details, such as their number, totals, customer name, and payment method used.
Let's pull up the Transaction List by Customer report to get the list of invoices and customize it to show all the information you want to see.
Here's how you can do it:
After that, let's customize the report to include a column for the invoice date, number, total amount, amount paid, payment method, and paid through.
Moreover, you can memorize the reports you've customized. This way, you won't have to do the customization process again.
I'll gladly assist you further in generating reports and managing invoices in QuickBooks Desktop. You can tap the reply button below to enter your queries. I'm always here to back you up, @Brita2.
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