How do I show customer payments on statements? When I record payments they appear in the Customer Center but they are not reflected on the customer statement. Thanks!

ddb1 · ‎December 10, 2018

SkinnyRaven · ‎December 10, 2018

You should see invoices as well as the associated payments unless you are running statements on open transactions only.

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SkinnyRaven · ‎December 10, 2018

You should see invoices as well as the associated payments unless you are running statements on open transactions only.

ddb1 · ‎December 10, 2018

Yes! Thanks!

simpgreen · ‎December 10, 2018

I have the problem of statements only reflecting invoices and not any deposits made. I have tried all options but no luck. Any ideas?

TiffanyHibbs · ‎February 18, 2019

There is no Payment column anywhere no matter what options are selected for the statement. I have customers who make partial payments and i apply those payments but wont show up on Statements. I have Quickbooks Pro 2016.

Anonymous · ‎February 18, 2019

Hello, TiffanyHibbs .

The payments will always show as long as they’ve been made during the period you’ve selected (also make sure you did not select All open transactions). But since, you’ve already exhausted all options but still unable to show payments, I’d recommend running the PDF repair tool. This would help fix any possible issues causing unusual behavior in your PDF statement.

For further information about this process, please refer to this article: https://quickbooks.intuit.com/community/Income-and-expenses/Troubleshoot-PDF-and-Print-problems-with....

If the issue continues after running the PDF repair tool, I’d be best to contact our technical support for further assistance. Here’s how to reach them:

Visit this link: https://help.quickbooks.intuit.com/en_US/contact.

Choose QuickBooks Desktop.
Select your specific QuickBooks Desktop version.
Choose any main and sub topic.
Scroll down and click Get Phone Number.

Please visit us again if you have other questions with QuickBooks.

OmegaWorkForce · ‎December 22, 2021

I was having the same issue, but found that if you set the dates to accommodate all the transactions you want to show, then select "Balance Forward" option that will show when the invoice was created and show when each payment was made along with the check reference number for each payment.

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How do I show customer payments on statements? When I record payments they appear in the Customer Center but they are not reflected on the customer statement. Thanks!