Can you create a report that shows all invoices and payments for a customer - not just outstanding balance activity?

Hi there, 

Thanks for reaching out to us here in the Community. I'll help shed some light on the reports available to you in QuickBooks Online.

It sounds like you're currently looking at the Customer Balance Summary Report. This is a great way to see outstanding balances for each of your clients. 

I know how important it is to stay in-the-loop with all your customer's transactions and payments. Try running the Sales by Customer Detail Report. This report will show you your sales grouped by customer, including the date, type of transaction, amount, and total. 

To find this report, click Reports on the left navigation menu, and search for Sales by Customer in the search bar. 

I hope this helps you get back on track. Let me know if you have any questions. 

Have a great day.

This doesn't show everything but you can create a report for each payment. 

1. Open the payment

2. Click REPORTS tab

3. Click Transaction History

4. Print (can't be exported to excel, but Adobe can convert)

This report shows all invoices paid with that payment. Closest report I've found that shows how payments were applied. Hope it helps someone. FYI I use QB desktop.

The simplest way to achieve your goal is to run the Transaction List by Customer report, @VDGLA.

With proper customization of dates and filtering it to a single customer, this will display all their invoices and payments made. Here's how:

1. Go to Reports.
2. Select Standard Reports.
3. Enter the Transaction List by Customer in the search field and click it once it shows.
4. Change the Report Period to the preferred one. Then, move to the Filter icon. In the first box, select Customer. The second one is equals, and the last is the name of the client you want to view the invoices and payments for.
   
   

For additional questions about generating a report of your customer transactions, leave a reply below.