For one invoice, click Payments History on its summary. For a customer, open their contact and click Customer History. For all payments in a period, use Reports › All reports › Payments History and filter by date, customer, account or method.
1. Payments on one invoice
Open the invoice and click Payments History. You see each payment's date, account, note, method, amount and who entered it. Open Payment opens it to change its details or delete it.
2. A customer's history
Open the contact (Business › Contacts › Manage Contacts) and click Customer History. It lists the last year: opening balance, each invoice issued and each payment applied, with a running balance. Change the dates for another period.
3. All payments received
Open Reports › All reports, choose the Sales group and Payments History. Set the dates, and optionally a customer, account or payment method. Open Payment and Open Contact jump to the record.
Other useful sales reports
- Receivables Summary and Receivables - details: who owes what, and which invoices.
- Invoices List and List of sent e-mails.
Related guides
Checked against Exacc on 29 September 2026. Machine-readable version