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jburger31
Level 1

paid invoice listing by including invoice number.

I need a report that lists invoice numbers and amounts for paid invoices.

7 Comments 7
ChristineJoieR
QuickBooks Team

paid invoice listing by including invoice number.

Hello there, @jburger31. I can walk you through how to customize reports within QuickBooks Desktop.

 

Run the Transaction list by Customer report and filter out all paid invoices to retrieve the information you need 

 

Here's how:

 

1. Go to Reports at the top menu, and select Customers & Receivables.

2. Choose Transaction List by Customer.

3. Click the Customize Report button, and go to the Filter tab.

4. Search for Transaction Type, and select Invoice.

5. Search for Paid Status, and select Closed.

6. Click the OK button.

 

 

If you want to customize more reports, you can also use this article for more details about customizing reports in QuickBooks Desktop.

 

 

Furthermore, I got you this link as a guide on creating, access and modify memorized report in QuickBooks Desktop. It allows you to save the report to your current customization settings.

 

Let me know if you still need to customize reports, I'm right here to support you.

jburger31
Level 1

paid invoice listing by including invoice number.

Thanks, i tried to run this and  it did not give me the invoice number that the payment was applied to.  How do i get that added?

jburger31
Level 1

paid invoice listing by including invoice number.

I ran the report and it did not give me the invoice number that the payment was applied to.  How do i get that on the report?

SashaMC
Moderator

paid invoice listing by including invoice number.

Hey jburger31,

 

Thanks for reaching back out! For what you're asking, it is not available in QuickBooks Desktop. With the customized reports the agent mentioned before, you would have to click on the specific invoice and then look at the transaction history to see the payment, but that would be a one-by-one process.

 

However, I will submit feedback to our Developers about adding a filter to do so. I believe this would be very beneficial, and they are always looking for ways to enhance the program.

 

Let me know if you have any questions! I will be more than happy to assist. Take care! 

jburger31
Level 1

paid invoice listing by including invoice number.

That would be a great enhancement to the report!

 

thanks,

John

 

zolavoie
Level 1

paid invoice listing by including invoice number.

If the "Number" field is on the payment screen, why i can't find a report that tells me what payments were received & the invoice "Number".  The report I am running requesting the "NUM" field is producing the check# field and not the invoice number.  

Tori B
QuickBooks Team

paid invoice listing by including invoice number.

Thanks for sharing your concerns, @zolavoie.

 

I'd like to provide another reporting option to try out, such as the Custom Transaction Detail Report. You can customize this report to show the invoice and payment numbers. I'm including some steps below to help walk you through building the report. 

 

  1. Go to the Reports menu. 
  2. Click on Custom Reports, then Transaction Detail
  3. Ensure these columns are selected from the Customize box. 
    • Type
    • Date
    • Num
    • Name
    • Memo
    • Account
    • Paid
    • Pay Method 
    • Debit
    • Credit
    • Balance
  4. Next, go to the Filters tab at the top of the Customize box. 
  5. Type in Transaction type in the search field. 
  6. Select Multiple Types. Then, choose Invoice and Payment
  7. Adjust your dates accordingly, then hit OK to run the report. 

 

Hope this helps you out. Please let me know if there's anything else I can assist you with. Take care! 

 

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