What if the A/R by customer report doesn't include fully applied partial payments?


If you fully applied a partial payment to an invoice, the invoice transaction in the invoice/receivables register shows a blank Clr status while the payment is marked with a "c". If the report shows the full amount of the invoice without the offset of the payment, make sure the report includes only invoice/receivable accounts and that both the Newly cleared and Not cleared status settings are selected.

1.Click the Business tab.

2.Click the Reports and choose Accounts Receivable.

3.Select the date range to cover the period you want.

4.Click Customize.

5.Click Accounts tab.

6.Select the asset accounts you want to include.

• If you have only business accounts, click Clear All, and then select only the invoice/receivables accounts you want to include.

• If you have several types of accounts, click All Accounts on the left, and then click Clear All. Next click Business on the left, and select only the invoice/receivables accounts you want to include.

7.Click the Advanced tab.

8.In the Status area, select the Not cleared and Newly cleared check boxes, and make sure that the Reconciled check box isn't selected.

9.Click OK.

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