Easily Insert Payment Field from the Collection Report

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How to Insert Payment Field from the Collection Report

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welcome back Im Brian Hayes in this video Im going to show you how to create a custom object to track payments or invoices related to Opportunities so this is something that weve done in our own org and a lot of small businesses have done as well where they want to track invoices that theyve sent out against closed deals to make sure that that cash is actually coming in that the checks actually arrive theres lots of ways to accomplish this outside of Salesforce using QuickBooks or other accounting tools and if you have a complicated process then I would recommend considering purchasing a solution thats going to integrate with Salesforce Salesforce even has their own billing solution that you could use as an alternative but what Im going to show you how to build today is great for small businesses with simple operations that just want to track how much money have they received after an opportunity has been closed what and so the way were going to do that is well create a custom

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What is collection report in QuickBooks?

As mentioned by my peer above, QuickBooks Online allows you to run a Collections Report. It shows all customer transactions that already past the due dates. It includes open invoices, credit memos, unapplied payments, and unapplied deposits.

How to run a report of Customer payments in QuickBooks Desktop?

This report shows all invoices for all customers by Invoice Number. Go to the Reports menu. Select Custom Reports and then Transaction Detail. On the Display tab, set the date range. Select the Sort by dropdown and select Num. Go to the Filters tab. Select Transaction type and then Invoice. Select OK.

How do I pull a payment report in QuickBooks Online?

How do I run a report that will show all payments received during a certain time period for a few select accounts? Click the Customize button. Go to Change columns. Tick the Open Balance box. Click Run report.

How do I see all payments in QuickBooks?

View your QuickBooks Online payment history Select the Gear icon at the top. Choose Account and Settings. Select the Billing and Subscription tab. Choose the View Payment History hyperlink.

How to run a report for payments made to vendor in QuickBooks?

To get your vendor totals: Go to Business overview and select Reports (Take me there). Enter the report name as Transaction List by Date. Choose Transaction List by Date. Select a Report period to the year. For Group By, select Vendor. Select Customize. Filter by the following Transaction Types:

How do I create a payment report in QuickBooks?

Report showing Invoices Paid Open your QuickBooks Desktop file. Go to the Reports tab, then click on Customers and Receivables. Select Customer Balance Detail. Choose the Customize Report button, then click Filters. On the Transaction Type, select Multiple Transaction Types, then choose Invoices and Payments.

How do I enter a collection payment in QuickBooks?

More videos on YouTube From the QuickBooks Home page or the Customers menu, select Receive Payment. In the Received From drop-down, select the customers name. Enter the Amount received. Make sure the date is correct, then choose the Payment method. Select the invoice or invoices youd like to pay.

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