Hi,
I would like to generate a simple reports where i need to have the account name, invoice number, invoice amount, payment number. I need this to export into excel sheet to generate some custome report and load into another system. I am unable to find any existing report similar to this.
Thanks RT
This is a frequent request but I don't believe it can be done. The basic problem in designing such a report is that an invoice might be paid by more than one payment, and a payment might be applied to more than one invoice. An invoice might be paid by cheques, by credit memos, and/or by general journal entries.
You can find how an invoice was paid (Transaction History), but I don't know any way to generate a report showing how multiple invoices were paid. It's NOT as simple as you think.
You can generate a report of payments, credits, discounts and the like and have it put customer job information on it, but you can't get the invoice number there.
You can generate a report of invoices and get customer job information.
If you have only one invoice for each customer/job you can toss both reports into excel and generate the page you need.
Perhaps one of the many add on packages for QB report generation can do what you want.
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