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Dav
Level 5

On the customer page in QuickBooks, can you have a link for report Open Invoices?

Hi -

 

On the customer page, can you include a report link for Open Invoices for that customer?   

The Open Invoices report has very useful information for the customer including invoice #, PO#, aging, amount, etc.  I think this would be an extremely helpful link to have on the customer page. 

 

PO# is a key piece of information in this report both for the customer and the seller. 

 

Currently, the Open Balance report does not automatically include PO#.  So, that’s why I think having the Open Invoice report (which automatically shows PO#) as an option on the customer page would be very helpful!

 

(Currently, when you look up a customer in QuickBooks and go the customer page, you’ll see report links on the right.  It’d be extremely helpful to have the  Open Invoices report link included.)

 

If it matters, we use QuickBooks Desktop.

 

 

Thank you in advance for your feedback!

 

2 Comments 2
Dav
Level 5

On the customer page in QuickBooks, can you have a link for report Open Invoices?

Hi QuickBooks Team  -

 

Can you please provide an update? 

Jovychris_A
Moderator

On the customer page in QuickBooks, can you have a link for report Open Invoices?

Thank you for sharing your feedback, @Dav. We understand how useful it would be to have quick access to this information, especially since the report includes important details like PO#, invoice number, aging, and amounts.

 

I see that you’ve already submitted your suggestion through the Help menu > Send Feedback to Intuit option in QuickBooks Desktop, as mentioned in my recent response: Link to your other post. Your input is valuable in helping us improve the product to better meet your needs.

 

Let us know if you have any further questions or need assistance.

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