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DanBu
Level 3

Report showing column of most recent applied payment to an invoice

I'm looking for a report that will show me the date and amount of the most recent payment applied to each open invoice. Is this possible?

Thank you,

D

1 Comment 1
Carneil_C
QuickBooks Team

Report showing column of most recent applied payment to an invoice

Thanks for your interest, @DanBu.

 

I know a report we can pull up to see the necessary information. I'd be glad to help you.

 

You can run the Transaction List by Customer report and filter it to show invoices and payments since this displays the income and expenses per customer. Here's how:

 

  1. Go to the Reports from the top menu bar.
  2. Choose Customers & Receivables, then select Transaction List by Customer.
  3. Click the Customize Report button.
  4. Set the appropriate reporting date in the Display tab under the REPORT DATE RANGE section.
  5. In the Filters tab, select Transaction Type from the FILTER menu.
  6. Choose Multiple Transaction Types from the Transaction Type drop-down menu.
  7. From the pop-up window, choose Invoice and Payment, then click OK.
  8. Click OK again to complete the process.

 

Also, feel free to check out these future references for more details about running reports and how to generate them based on your preference, you can check out these articles for guidance:

 

 

For future reference, this article will help you account for your customer payments: Receive an invoice payment.

 

If you have any further questions or concerns about reports in QuickBooks Desktop, please know that you can always tag my name. I'm here to help you in any way I can.

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