How do I run a report that as to when the customer fully paid an amount?

You can pull up the Transaction List by Date report, Skellytonne. It will show you the partial payments and invoices.

Let me guide you how:

1. Click Reports.
2. Enter Transaction List by Date in the Find report by name field.
3. Click Customize, then go to Filter.
4. Click the Transaction Type drop-down arrow, then select Invoice and Payment.
5. Hit Run report. 

You can memorize the report so you'll no longer go over to the same customization process.

If any questions arise, please feel free to leave a comment below. We're just one comment away. Keep safe!

Hello, Kristine Mae.

I appreciate the quick response.

Would it be possible to get the customer's full payment stated in the report even if they had several downpayments in the past month? Let's say I only want the number of customers who fully paid on the month of August. There is a 150,000 balance by one customer, and he paid the ff.:

50,000 DP on June

50,000 DP on July, 50,00

final 50,000 on August

- but the report for August will show 150,000 to signify full payment instead of just 50,000? Thank you.

Hello there, Skellytonne.

The Report period will also matter when you customize reports. If you include the month of June and July, the down payments including the total will show. You'll want to export the report to Excel and further customize the report to get the data you need. 

You can also look into this article to give you more details in customizing reports in QUickBooks Online.

Feel free to leave a reply below if there's anything else that you need help with. Take care!

I see. Looks like I'd have to tweak it in Excel, then. Thank you very much for your suggestions!