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meringuesnmore-g
Level 1

How can I send a statement that the customer should see to what invoice the payment was applied to?

 
1 Comment 1
MaryLandT
Moderator

How can I send a statement that the customer should see to what invoice the payment was applied to?

Good day to you, meringuesnmore-g,

 

I can provide a report to see what invoice the payment was applied to.

 

The customer statement only shows a summary of invoices, payments, credits, and balances. You can pull up the Invoice and Received Payments report to see payments you've received and the invoices that go with them.

 

I'm glad to show you how:

  1. Go to Reports from the left navigation bar, then choose Reports.
  2. Click the Standard tab.
  3. Select Who owes you, then Invoices and Received Payments.
    invoicesandreceivedpayments.PNG

On the report page, you can customize it to focus on specific accounts or filter depending on your business needs.

 

Stay in touch if there's anything else you need by commenting below. I'm always around to help.

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