client billings report

I've got a way of what report you can pull up, ShulyM.

You can run the Transaction Detail by Account report and add the Paid column. On the Filters tab, select the transactions/account on the drop-down list depending on the data needed. Let me show you how:

1. Go to Reports > Account and Taxes, then select Transaction Detail by Account.
2. Click Customize Report.
3. On the Display tab, search Paid column, then click OK.
4. On the Filters, select the specific account/ transaction needed and click OK.
   

In addition, I've added these links that'll help you personalize and memorize your financial reports. This way, you can easily access them in the future:

• Customize Reports in QuickBooks Desktop.
• Create, Access, and Modify Memorized Reports.

Keep me posted if you need more help managing reports in QuickBooks. I'll be around to help.

this looks almost all of what I need...only column missing is the date client paid the invoice.

Is that something you are able to provide the instructions for?

many thanks!

appreciate it, Mark. I would definitely do suggest that to the QB team to look into and add that. The report I'm trying to generate is for our creative team and would be on a weekly basis so it would most definitely assist to have that column inserted. I did find that column but nothing populates, no dates.

thanks again!

I am using QB Enterprise Solution and need a report that will generate Customer, Invoice number, invoice date and paid date.  None of the reports that I generate show a paid date except the Average days to pay and that doesn't export well to excel so I can sort without a lot of work.  What am I not getting?  All the information I need is in QB, I just can't get a report to give me this information...

Hello there, FCBI-KA.

I appreciate all your efforts in trying to build a report that shows the information mentioned above. Let me share an alternate solution to show the paid date on your reports.

The paid date does not have its own field on the invoice and appears only below the Invoice section. That's why no information will show under the Paid Date column of some reports, except for the Average Days to Pay report.

As a workaround, let's set up a custom field for the paid date in your customer's profile. However, you'll have to manually enter the date on the invoice page. When you're ready, follow these steps to add the field:

1. In your company, head to the Customers menu at the top bar and choose the Customer Center. 
2. From the list, select the client's name and click on it to see more information.
3. Go to the Additional Info tab on the left panel and tap the Define Fields menu to open the Set up Custom Fields for Names screen.
4. In the Label column, enter a name for the field. For example, PAID DATE TEST.
5. Click OK for the changes to take effect.

Next, add the newly created field to the invoice. For detailed instructions, go to the Add custom item fields to a sales forms section in this article: Create and use custom fields in QuickBooks Desktop. From there, you'll find the steps to include it in the report.

After performing these steps, the date when the invoice is paid will show under the paid date column. QuickBooks Desktop offers a variety of reports to meet your company's needs. The following link contains a list of topics that will guide you on how to set report preferences, customize a statement, and memorized one to name a few: Understand reports.

You can also bookmark this link in your browser for future use: Community page. From there, you'll find topics that will guide you on how to manage your accounting tasks.

Keep me posted if you have QuickBooks concerns or additional questions about reports. I'll jump right back in to assist you further.