I've got your back, Michelle. We can run the Invoice List Report and personalize it to get a comprehensive view of your invoices with a Sent status. I'd be glad to walk you through this process.
The Invoice List report is a summary report that provides detailed information about all the invoices you have created and sent to customers over a specific period. With this, we can filter the data to show only the invoices you've already sent. To do that, here's how:
- Navigate to Reports, then Standard reports.
- Enter Invoice List in the search field.
- You can choose to Switch to classic view or stay in modern view.
- If you’re in classic view, click the Customise button.
- Under the Rows/Columns dropdown, click Change columns.
- Tick the box for Sent or apply any other filters you prefer.
- Ensure to set the Report period to narrow down the data.
- Once everything is set, click Run report.
Once the report displays the data for invoices that have been sent, you can click on the data links to open the transaction and review the messages you included in the invoice.
Once your customers pay their invoices, we can proceed to use the Receive payment feature in QuickBooks to document the transactions and balance your accounts accurately.
Don't hesitate to click the Reply button below if you have further questions about managing invoices, including customizing templates or other sales forms. We're here in the Community to help!
