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bschrader
Level 2

Is there a report that would show me the invoices that were created in a specific month and amount of the invoice regardless of paid or unpaid?

 
Solved
Best answer January 20, 2020

Best Answers
Tori B
QuickBooks Team

Is there a report that would show me the invoices that were created in a specific month and amount of the invoice regardless of paid or unpaid?

Hi there, @bschrader.

 

Thank you for reaching out to Community. I'm happy to assist with your report.

 

For this, there is a way that you can show all invoices for a specific month, both opened and closed. We will run a transaction detail report and customize it to only show invoices.

 

Let's get started:

 

  1. Go to the Reports menu at the top.
  2. Click Custom report then Transaction Detail.
  3. Once the Modify Report box populates, choose the Filters tab.
  4. Search for the Transaction type filter and select Invoice.
  5. After you click Invoice, then search for Paid Status and choose Either.
  6. Select OK.
  7. Customize your date in the top left corner of the report.

I've included screenshots below for a visual reference of the steps:

 

 

 

 

That's all there is to it. If you have further questions, feel free to reach back out anytime. Have a great week ahead!

 

 

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7 Comments 7
Tori B
QuickBooks Team

Is there a report that would show me the invoices that were created in a specific month and amount of the invoice regardless of paid or unpaid?

Hi there, @bschrader.

 

Thank you for reaching out to Community. I'm happy to assist with your report.

 

For this, there is a way that you can show all invoices for a specific month, both opened and closed. We will run a transaction detail report and customize it to only show invoices.

 

Let's get started:

 

  1. Go to the Reports menu at the top.
  2. Click Custom report then Transaction Detail.
  3. Once the Modify Report box populates, choose the Filters tab.
  4. Search for the Transaction type filter and select Invoice.
  5. After you click Invoice, then search for Paid Status and choose Either.
  6. Select OK.
  7. Customize your date in the top left corner of the report.

I've included screenshots below for a visual reference of the steps:

 

 

 

 

That's all there is to it. If you have further questions, feel free to reach back out anytime. Have a great week ahead!

 

 

EmilyZhan
Level 2

Is there a report that would show me the invoices that were created in a specific month and amount of the invoice regardless of paid or unpaid?

Sorry i cannot find the Transaction Detail from Custom report , how can i do?

 

 

Catherine_B
QuickBooks Team

Is there a report that would show me the invoices that were created in a specific month and amount of the invoice regardless of paid or unpaid?

Hello there, EmilyZhan. 

 

It's possible that there are data issues within the company file that's why there are options in the reports menu that doesn't display. We can perform the Verify and Rebuild data to resolve most data integrity issues. 

 

Let me show you how:

  1. Choose Window then Close All.
  2. Go to the File menu then click Utilities.
  3. Select Verify Data. There'll be no action needed if QuickBooks detected no problems. 
  4. Continue to Rebuild Data if you see an error message that indicates "Your data has lost integrity".
  5. Still from the File menu > Utlities > Rebuild Data

For the step-by-step guide on how to verify and rebuild the data, you can check out this article: Verify and Rebuild Data in QuickBooks Desktop.

 

As an alternative, you can run the Transactions List by Customer that also gives you the same details as the Custom Transaction Detail report. Go to the Reports menu and choose Customers & Receivables and then click Transaction List by Customer. After that, you can follow the steps given by my colleague on how to customize the report showing the Paid Status

 

I'm just here if you need more help. You take care always and have a great day!

AndieAdmin
Level 1

Is there a report that would show me the invoices that were created in a specific month and amount of the invoice regardless of paid or unpaid?

Hi Tori! 

 

Is there a way to create an easily accessible visual for this specific report in order to visually compare invoices sent out month to month, regardless of payment status? 

TirzahC
QuickBooks Team

Is there a report that would show me the invoices that were created in a specific month and amount of the invoice regardless of paid or unpaid?

Joining this thread, AndieAdmin.

 

 The option for this report isn't available for now.  We want to know your thoughts about the specific report you need. Since this is important for your business, I encourage submitting feedback about this. Rest assured our Product team is aware of this and is working on implementing this in the future.

 

Here's how:

 

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

 

In addition, these articles will give you the list of data you can export or the visual you want to create:

  

 

By the way, if there are any features you'd like to learn more about, our Community articles can come in handy.

 

 

Feel free to drop a comment below if you have other questions. I'm always happy to help. Take care

SP47
Level 1

Is there a report that would show me the invoices that were created in a specific month and amount of the invoice regardless of paid or unpaid?

How can we get  a report for the Invoice, not email or sent in QuickBooks?

MichelleBh
Moderator

Is there a report that would show me the invoices that were created in a specific month and amount of the invoice regardless of paid or unpaid?

I have steps on how to know if the invoices weren't sent or emailed yet in QuickBooks, SP47. Happy to outline the detailed steps with you to achieve your tasks. 

 

All QuickBooks versions allow you to check if your invoices were sent or emailed, depending on your email program. To view the history of a specific invoice, follow the steps below:

 

  1. From the invoice toolbar, go to the Reports tab, then select Transaction History.
  2. Under Invoice Information, check Sent Date and Send Method.
  3. If there's no status, the invoice may have been tagged for Email Later. Go to the QuickBooks File menu, then select Send Forms to see if there are invoices in the email queue.
  4. Select any or all that you need to send, then select Send Now.

 

To view the history for multiple invoices, check out this link for more details: Verify that an invoice was emailed and read by the recipient.

 

Once you send them, you see them in the Sent Email tab at the bottom half of the customer profile. See the sample screenshot below for your reference: 

 

I'm also adding this resource to know more about how QuickBooks generates reports and displays data based on a set of instructions: Understand reports. It also includes the complete list of available reports that you can run and their description.

 

Let me know if you have other concerns with managing reports in QuickBooks. I'll get back to you right away. Have a great day.

 

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