I have searched high and low for a way to produce a report for a customer showing all invoices billed and the payments, credits, and or discounts applied to each individual invoice over a period of time. (for audit).
Historical items may not have been posted according to quickbooks procedures such as general journals, undeposited funds, however if you pull up the invoice and select history it will show amounts applied.
If this is possible why not a report for all invoices?
Its possible with a Quick Report. Right-click the customer's name, change the date to All or any range you want, and you'll see all estimates, invoices & payments for/from that customer. If you want something prettier looking do a Create Statements report under the Customers menu and select the date range you want to see.
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