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Remove Payment Field into the Customer Service Report

Remove Payment Field into the Customer Service Report and eSign it in minutes

Aug 6th, 2022

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How to Remove Payment Field into the Customer Service Report

5 out of 5

53 votes

many of my clients have asked me if its possible in quickbooks to get just a report to show the payments that a customer has made over a certain period in time and theres probably several different ways to go about it but i think one of the easiest ways to accomplish that is to head directly to your customer center so in this case weve highlighted the customer that we want to go ahead and get the report on of the payments that have been received so in this case its the big bang company and then well head over here to the lower part part of the right hand side of the screen and we actually want to filter not for all transactions but just filter for received payments so what well do there is well just go down and filter it out and then of course we can change the date range and well just filter for all payments to give you a good visual in this particular video to show you how it works so what weve done now is weve just filtered out just the payments that have been received fro

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I Delete a customer payment in QB?

Choose the payment you want to remove and click on edit from the options. The click on delete line under the edit menu to delete a payment in Quickbooks. Then select ok to confirm the removal of the payment. Click on save and the close.

How do I remove a payment in QuickBooks?

Learn how to remove an invoice payment using the QuickBooks Online app.Delete an invoice payment on an Android Select Menu ☰. Then select the All tab. Select Invoice Payments. Select the payment you want to delete. Select the Ellipses ⋮ Select Delete. To confirm the action, select Delete again.

How do I void or Delete a payment in QuickBooks?

Void or delete the transaction Go to Bookkeeping, select Transactions, then select All Sales (Take me there) or Expenses (Take me there). Find the transaction. In the Action column, select the small arrow ▼ icon and then select Void or Delete.

How do I record a stop payment from a customer in QuickBooks desktop?

Recording a stop payment Click Vendors, then choose Enter Bills. Click Credit. Choose the vendor name. Choose the account you used on the original bill, then enter the amount. Click Save Close.

How do I reverse a payment from a customer in QuickBooks online?

Sign in to your QuickBooks Payments account. From the Activity Reports drop-down, select Transactions. Enter the appropriate date range, then Search. Select the Transaction ID or the transaction you want to reverse. Select Reverse (Void/Credit). Type in the amount you want to refund, then Submit.

How do I delete a payment method for a customer in QuickBooks online?

In QuickBooks Online Go to Settings ⚙, then select All lists in the LISTS column. Select Payment Methods. Find the payment method you want to edit or disable. In the ACTION column, select the small arrow▼ icon next to Run report. Edit - Select Edit, then make the necessary changes then select Save.

How to fix a payment applied to the wrong customer in QuickBooks Desktop?

Payment credited to wrong account Open the payment. In the RECEIVED FROM section, click the drop-down arrow, then select the correct customer. Select the invoice, then click Save Close. Select Yes to confirm.

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