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Join nowI have created a pending invoice report. Partial payments have been applied but the report shows the total balance owed (ex: billed $1,000 - payment $500.00 ... report shows $1,000)
How can I produce a report that shows the billed and payment amounts?
Hope that makes sense
Yes, it does, @Catz. Thank you for sharing details about your concern with the invoice report.
I can guide you through the correct report so you can access the desired pending invoice data.
You can run the Customer Balance Detail report and have it customized. As a result, the Amount Paid column will be displayed. Here's how you can do it:
1. In your QuickBooks Desktop, open the Reports menu.
2. Click on Customer & Receivables and select Customer Balance Detail.
3. Go to the Customize Report button.
4. Under the Column section, search for Amount Paid and put a check beside it. Once done, click on OK.
You should be getting this view on the report by then.
I'm also adding this module about the different ways of handling customer transactions in QBDT: Get started with customer transaction workflows in QuickBooks Desktop.
Please let us know if you have other customer-related concerns. You can also include queries about your QuickBooks Desktop. We're here to assist you always. Have a great start of the week!
Actually, that doesn't work for me ... when you apply a payment to a pending invoice - it's like there's no payment applied at all - the payment is a separate line item and if you look at the invoice the payment is not even applied - it's held until it's made into a final invoice and then it's applied - so reports are skued.
Thanks for getting back to this thread and for the screenshot you attached, @Catz.
In QuickBooks Desktop, you may generate a QuickReport of the Accounts Receivable. This will show invoices with partial payments on a specific date.
Here's how:
You can also export other reports to an Excel file. From there, you can personalize to show the data you want. To learn more about running reports in QuickBooks Desktop, you can check this article: Understand reports.
I'm also attaching this link to help memorize reports in QuickBooks if you want the same settings of the customized statement to be available for future use: Create, access and modify memorized reports.
Keep me posted if you have further question about running pending invoice report in QuickBooks. I'll be around to help you. Stay safe!
Yeah, that's not what I need either
Hi @Catz.
Thanks for providing the screenshot to point us about what you need specifically to see on a report.
I already pulled up three reports for this and customized them, namely: Open Invoices, Customer Balance Detail, and Transaction List by Customer report. I get the columns to show in each report. However, the payments from the Amount Paid column doesn't seem to indicate the amounts.
In this case, I recommend submitting feedback online and let's consider it as product suggestion since the Amount Paid column is empty or 0 after payments has been received. Here's how:
Furthermore, you can check the articles shared by my colleagues, including the Customize reports in QuickBooks Desktop to show specific targets on report. And how to memorize them, so you won't have to recreate them moving forward.
Please comment here if you have additional questions about running specific reports. I'm always delighted to help you more. Take care always!
You can get close to this example, except for the Down Payment column, but it can be inferred or calculated if you send the report to Excel.
You can get this within QuickBooks:
You can infer the down payment as it's the difference between the original Amount and the Open Balance. (Where the Open Balance is blank, it means the invoice is paid off.)
Or, send the report to Excel and add a column for the down payment:
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