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stevenfhahn
Level 1

On the Transaction list it shows the invoice date, and the invoice due date. How do I find the actual payment date of the invoice?

 
1 Comment 1
MadelynC
Moderator

On the Transaction list it shows the invoice date, and the invoice due date. How do I find the actual payment date of the invoice?

I can show you where to find the actual payment date, @stevenfhahn.


The Customize feature in QuickBooks allows you to make selections and set preferences in the system.


In order to view the payment date of the invoice, you’ll want to select the Date option located on the settings of the report. Here’s how:

 

  1. Go to the Reports from the navigation pane.
  2. Enter/select the Transaction List by Customer in the field.
  3. Click Customize.
  4. Under Rows/Columns, mark the Date. You can also select other details.
  5. Press the Run report button below.
    Capture.PNG

You can also select the Small Gear icon then put a check-mark on your preferred details.

Capture.PNG

 

I’ve attached screenshots for your visual reference:
Capture.PNG


You can refer to this article for more information about modifying reports and how to apply multiple filters on them: Customize reports in QuickBooks Online.


Aside from this, you can personalize the appearance and layout of your sales. Please see this link to learn more: Customize invoices, estimates, and sales receipts in QuickBooks Online.


I’ll be around if you need further assistance. Take good care.

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