On the customer page in QuickBooks, can you have a link for report Open Invoices?
Hi -
On the customer page, can you include a report link for Open Invoices for that customer?
The Open Invoices report has very useful information for the customer including invoice #, PO#, aging, amount, etc. I think this would be an extremely helpful link to have on the customer page.
PO# is a key piece of information in this report both for the customer and the seller.
Currently, the Open Balance report does not automatically include PO#. So, that’s why I think having the Open Invoice report (which automatically shows PO#) as an option on the customer page would be very helpful!
(Currently, when you look up a customer in QuickBooks and go the customer page, you’ll see report links on the right. It’d be extremely helpful to have the Open Invoices report link included.)
If it matters, we use QuickBooks Desktop.
Thank you in advance for your feedback!