How do we report payments received on a per-product basis?

I’m here to lend a hand and ensure you’re able to generate a report, @monsey10952. 

We'll need to pull up the Invoices and Received Payments report to see all payments in a certain period. We can customize it according to your desired date and customer to view the information you're looking for.

To achieve this, I’d be glad to show you how: 

1. Select Reports from the sidebar menu.
2. Look for and type Invoice and Receive Payments in the search box.
3. Click the Customize button.
4. Customize the Report period into All dates and choose your desired Customer.
5. Hit Run report to complete the process.
   
   

For more details about personalizing the format of your reports, feel free to visit this article: Customize reports in QuickBooks Online.

Once settled, we can save its current customization settings by checking out this guide here: Memorize reports in QuickBooks Online. 

Fill me in if you have more queries with running your reports in QuickBooks Online. I'd be glad to assist you further. Take care always! 

Hey Carneil_C,

I appreciate your answer.

However please take another look at the question.

Your answer reports payments on a PER-INVOICE basis.

I need to show payments on a PER-ITEM basis. 

So I need either 1) a way to filter the invoices by which products are included, or 2) a way to report items based on payment date.

Thank you for your assistance.

Hello, monsey10952.

I'll show you another way to customize your report to display the information you need.

In QuickBooks Online, you can run a Sales By Product/Service Details report. This will display your sales transaction by-product or service. You can also include the Product/Service and A/R paid column for additional customization. Then, filter it further by Product/Service, A/R Paid, and Transaction type. 

Here's how:

1. Go to your Reports menu and search for Sales by Product/Service Detail report.
2. Click the Customize button at the top-right and then set the Report period.
3. On the Rows/Columns part, click the Change column link.
4. Checkmark the Product/Service and A/R Paid.
5. On the Filter part, add Transaction Type, Product/Service, and A/R Paid.
6. Once done, hit the Run report.

For more information, see this article: Use reports to see your sales and inventory status.

You can also export your report to Excel if you want to use it outside of QuickBooks or customize it further: Export your reports to Excel from QuickBooks Online.

I'll keep an eye on your response, don't hesitate to add any details below if you need further assistance with running reports. Take care and have a great day.

Hey there Giovann_G 

Thanks for taking the time to help.

We need to go one more step now.

Your customization allows me to report any order for Book X that has been paid for.

But to create a commission report I need to filter by WHEN it was paid.

Could be the invoice is a year old. But the commission isn't due until the invoice is PAID. Simply knowing the invoice is paid is not enough.

I need to be able to further filter this report by PAYMENT DATE.

Thanks in advance for your assistance.

Did you ever figure this one out?  I am attempting to do the same and it is a pain.  I am looking for all payments posted in October with a column that captures the taxes separately.  I too am trying to calculate a commission payment.