BLACK FRIDAY SALE 70% OFF QuickBooks for 3 months*   Ends 11/30

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
DW-000000
Level 2

Reply to message

Hi, My main issue is not the grouping, but rather that it does not show what was paid on each invoice. This is a real example:

For example 

2024-04-18   Payment   371006    86.00     Store Sales
2024-04-17   Invoice      1256        400.00   Store Sales
2024-04-16   Invoice      1254        410.00   Store Sales

 

The payment was $86, but the invoices show the total invoice amount, not the amount that was paid on each invoice. So I cannot see how the $86 was split across the two invoices. It might have been 50%-50%, or it could have been 30%/70%. When you drill into the payment screen it shows the detail about the amount on each invoice. I want that data in a report, but I cannot find it anywhere.

 

Here is what I would ideally like to see, where the amount is the amount split across the invoices. 


2024-04-18   Payment   371006    23.00     Store Sales  1256    Visa       
2024-04-18   Payment   371006    63.00     Store Sales  1254    Visa    

 

Also, I'm sorry about the triplicate post. The fact that there were strange errors and then my post did not show up immediately had me doing it over and over

Need to get in touch?

Contact us