Go to Reports. · Search for Transaction List by Customer. · Click the small Gear Icon. · Click Show more. · Put a check in the Payment Method. Go to Reports. Under Custom Reports, choose Transaction Detail. Set the date and click on OK. Select Customer in the Total By drop down. Click. Select the date you want to run the.
Customer payment report in quickbooks - simply magnificent
Can Customer Balance Detail Report show cumulative running balance of outstanding A/R or unpaid invoice? Currently it only shows the balance based on specific invoices.
Customising the report is one way to get the data we need on the report, wiryonob.
When you pull up the Customer Balance Detail report, the ReceivablesPaid filter will always default to Unpaid.
I'd recommend selecting All in the Receivables Paid filter instead of Paid. Afterwards, you can click Run report.
This will show the cumulative running balance overtime.
Also, let's not forget to set the correct Report period and click Run report.
You might also want to customise the columns, memorise report, or export it to Excel if necessary.
I'll be right here if you need additional help with this.