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Join nowI keep an Open invoice report open for reference. Somehow payment invoices are displayed on my report when in the past they have not been. Some of them going back several years. How do I remove them from the report.
Hello, SRdesigner.
It's good to have a reference every time we're dealing with data and such. There's always that time when we deal with odd numbers and data. We can do the following steps to remove the payment invoices.
Let's ensure your QuickBooks Mac is updated to the latest release. Doing this helps prevent issues in the company file, and within the program itself.
If the Open Invoice report still shows those payments, this is likely a case of data issue. We can use the Verify/Rebuild tool to fix this. Go to File, then Choose Utilities. Next, select Verify and hit OK. This will start the Verify process. When the system detects multiple errors in the file, we can Rebuild it. Here's how:
Pull up the Open Invoice report again and review the data.
After fixing the report, you can always read our articles if you need help processing sales and managing customers. You can browse for a topic here: Sales and customers.
I'd be willing to give you another hand if you have other questions or concerns.
Thank you for the quick response. I have done that recommendation twice and it did not fix the issue. I am running quick books for Mac V17.2.32 R33 most current version.
Thank you for getting back here in the Community, @SRdesigner.
I appreciate you performing the steps provided by James Paul. Also, there is another way you can remove those payments applied to the invoices. To remove the payment, you can delete the transactions and recreate the invoices. Then, to avoid the problem you've encountered, make sure that the Automatically apply payment feature is disabled.
Here's how:
Also, to keep you updated about the latest features and updates about QuickBooks. You can visit our QuickBooks blog.
Let me know how it goes and leave a reply below. I'm always here to help you. Stay safe and take care always!
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