Other questions
Hello, Brooke512.
I'll show you how you can print out your customer records showing the credit memo applied to the invoices paid.
In QuickBooks Online, we can use the Invoices and Received Payments report. Then, customize it to show only the transactions from a specific customer.
We're not actually printing directly from the customer deposit or payment receipt. Though, the report shows the customer deposit or payment, the invoices, and the applied credit memo.
With that said, here's how you can pull it up:
- Go to Reports, then search for Invoices and Received Payments in the search box.
- Click the result.
- On the report overview, click the Customize button.
- Set the Report period.
- Expand the Filter section.
- Check Customer, then specify the customer.
- Hit Run report.
After reviewing the report, we can print it out by clicking the Print button on the report overview screen.
After printing the report out, do you also need to send out a statement to your customers? Or do you need to review your financials? I'll share a couple of articles to help you out in the near future:
If you have more questions about managing customer transactions, let me know and I'll help you out again. Do you need to take care of other things within the program? Lay down the details in your reply. Always here to assist.
