How to get a report by customer for the total of invoices paid for last fiscal year?

[Kojolapower]

My clients often ask me to give them a report of how much they paid me during the last fiscal year so that they can send me a 1099.

I have spent about an hour trying to figure this out and I know I struggled to figure it out in the past. I can get a list of invoices, but they aren't totaled. Do I really have to add them all up and create something else to send to my client?

Or is there a report that does this for me?

Thanks!

[Helen]

Hello @Kojolapower. You can use the Customer Directory to view your customers and each transaction they made with you. However, there isn't a way to download transactions for one customer into a report at this time.

I'll share your request for this type of report with the team. Thanks for sharing why you need this information! 

[PastorBarnes]

We are a church using Square. How do I run a report showing the contributions of a member for 2017?

[Helen]

This reply was created from merging an existing thread: How do you run a customer report for their 2017 transactions
 

I'm very sorry for the delayed reply @PastorBarnes! I've just merged your post with this thread where another seller was looking for the same feature. I'll pass your interest in this with the Reporting team as well, thank you for letting us know!