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PlantedSolarFinance
April 1, 2026
Solved

Customer missing from Invoices and Received Payments report

  • April 1, 2026
  • 1 reply
  • 41 views

We use the Invoices and Received Payments report.  just realized at least one customer is missing in it.  The missing customer (our largest customer) has both invoices issued and payments received during the period shown in the report.  If I run an A/R aging report, the outstanding invoices show up--  so I know the invoices were created.  But the Invoices and Received Payments report is excluding activity from this customer.  And no idea why as no filters are set and didn't customize the report in any way.  Any input?

Best answer by MoiraskyeT

Hi there, @PlantedSolarFinance. When you say the report shows "no filters set," could you double-check the specific date range selected? It’s also important to verify how those payments were entered.

 

If a payment was downloaded from your bank feed, ensure it is matched to the specific invoice.

 

If you recorded it as a deposit, you'll need to link that deposit directly to the invoice to ensure it's accounted for correctly.

 

Unpaid invoices will only appear in the A/R Aging Summary Report and not in the Invoice and Received Payments Report.

 

You need to record a payment first, whether it is a full or partial payment, so that it will appear in the Invoice and Received Payments reports.

 

Let us know if you have further questions. We're here to help you anytime.

1 reply

M
MoiraskyeTQuickBooks TeamAnswer
QuickBooks Team
April 1, 2026

Hi there, @PlantedSolarFinance. When you say the report shows "no filters set," could you double-check the specific date range selected? It’s also important to verify how those payments were entered.

 

If a payment was downloaded from your bank feed, ensure it is matched to the specific invoice.

 

If you recorded it as a deposit, you'll need to link that deposit directly to the invoice to ensure it's accounted for correctly.

 

Unpaid invoices will only appear in the A/R Aging Summary Report and not in the Invoice and Received Payments Report.

 

You need to record a payment first, whether it is a full or partial payment, so that it will appear in the Invoice and Received Payments reports.

 

Let us know if you have further questions. We're here to help you anytime.

P
PlantedSolarFinanceAuthor
April 1, 2026

thanks.  Mystery solved.  I didn't realize that invoices only showed up here if already paid.  I naively assumed Open Invoices would show up here as well.  That explains it.  Thank you for helping to resolve this!

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