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1 reply

Level 6
July 16, 2022

I’m here to ensure that your customer will see those payments made against the invoice, @gemma-p-l-s-co-u.

 

Since your customer wants to view those invoice payments, you’ll want to pull up an Invoice and Receive Payments report and customise it according to your desired date and customers to get the data that matters most. I’ll show you how: 

 

  1. Select Reports from the sidebar menu. 
  2. Look for and type Invoice and Receive payments in the search box.
  3. Customize the Report period and choose your desired customer.
  4. Hit Run report to complete the process.

 

From there, you’ll want to export your report to Microsoft Excel and manually send it to your customer. 

 

You also have the option to send a scheduled customised report. If you want to give it a try, you can visit this article: Set schedule and email information for a memorized report.

 

Moreover, we can also save its current customisation settings by checking out this guide here: Memorise reports in QuickBooks Online. 

 

Fill me in if you have more queries with managing your customer’s payments in QuickBooks Online. I'd be glad to assist you further. Take care always!