View payment history (accounts receivable)

You can view the payment history for any invoice to see all related payments and credits. This is useful when verifying account balances, confirming partial payments, or reviewing how credits have been applied.

Note: This feature is available only in the Business & Personal edition of Quicken Classic for Windows.

When to use this

Use the Payment History window to audit customer account activity, check payment timelines, or answer questions about outstanding balances.

Example: A $300 invoice is partially paid in two installments and adjusted with a credit. Payment History shows each entry and how it affected the balance.

What this does

The Payment History view lists all transactions applied to an individual invoice, including dates, amounts, and payment methods. This view is read-only and does not allow changes to the original records.

To view payment history for an invoice

1. Open the account that tracks your invoices and payments for the customer.

   • You can do this by selecting the appropriate business account from the Account List or Business tab.

2. In the register, find the invoice you want to review.

3. In the Category column for that invoice, double-click the word --Form--.

   • This opens the invoice in the Invoice form window.

4. In the Invoice form, click Payment History.

5. Review the payments and credits listed in the Payment History window.

6. Click Done to close the window and return to the invoice.