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rjduthe-gmail-co
Level 1

For non-profits, can partial payment line items print on the Statement for an annual pledge? Regardless of the settings no detail prints

Under Sales, under Account & Settings, the detail selections have been selected. Printing an invoice instead of a statement provides the detail but the word Invoice displays at the top
1 Comment 1
LouiseG
QuickBooks Team

For non-profits, can partial payment line items print on the Statement for an annual pledge? Regardless of the settings no detail prints

Hello there, rjduthe. 

Yes, partial payment line items print on the Statement for an annual pledge. 

 

To do so, here's how:

 

  1. Go to the Sales tab, then Customers.
  2. In the Action column, click the drop-down and Create Statement for the specific customer.

    image (2).png

  3. Filter the dates, then choose to Print or Preview. From there, you'll be able to see the line items.  

     
    image (4).png

    image (5).png

  4.  Select Print.

 

 On the other hand, the word invoice will display at the top when printing the transaction. The option to remove it is currently unavailable. 

 

Let me add this article that gives you information on how your business is doing: Run reports in QuickBooks Online.

 

I'll be a post away if you need additional assistance. Click the Reply button below, and I'll get back to you as soon as possible. 

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