I know a way for you to see the payments applied to your invoices, DW-000000.
Before we proceed to our next steps, please know that if you select multiple invoices as you record the invoice payments, it will combine the payment amount when you run the report. As an alternative, you can export your report to Excel and then manually break down the details from there. For future transactions, it's best to ensure recording the invoice payments individually.
If you want to see the payment entry and the invoice that includes it, you can consider pulling out an Invoice and Received Payments report. On the other hand, if you only wish to view the payment transactions, we can run a Transaction List with Splits report.
Here's how:
- Go to the Report menu, then enter the report's name from the Find report by name search field.
- Click the Customize button.
- From the General section, click the Report period dropdown and select All Date or according to your preference.
- Go to the Rows/Columns section, press the Group by dropdown, and choose Account or other options. Then click Change Columns.
- Tick the Date, Transaction Type, Num, Name, Amount, and Payment Method. You can also add other columns as well.
- Press the Filter dropdown.
- Click the Transaction Type dropdown, then choose Invoice, Payment, and other transactions you like to view in the report.
- Press the Name dropdown and select your customer's name, or you can choose All.
- Tick the Account and Payment Method option, then click their dropdown if you'd like to see its specific details.
- Press Run report once done.
You can click the Payment word under the Transaction Type column to see the full details of the transaction.
For more information about customizing your reports, kindly refer to these materials:
You can also refer to this article if you'd like to print, export, or email your reports and use them outside QuickBooks: Run reports in QuickBooks Online.
Feel free to tag and share your questions with us, DW-000000. We'll gladly help you find and provide a resolution to your concern.
