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dddenise
April 2, 2019
Question

Printing & Emailing Invoices

  • April 2, 2019
  • 1 reply
  • 0 views

Hello,

 

I use the email function in QB to send my invoices.  I have set my company preferences to autofill the fields "Transaction Number" and "Transaction Total."  The "Transaction TOTAL" does not reflect payments that are applied to the invoice.  For instance, my total is $1000.  I have a payment/credit of $750.  The "Balance Due" (which is on the invoice) is $250.  There is no option in the drop down menu for "Transaction BALANCE", so I have to manually change the number.  Is there any way I can get the Transaction Balance to show on the email instead of the Transaction Total?  This seems like a major glitch.

Thank you.

 

 

1 reply

Q
QBsguru
April 2, 2019

You need to amend your invoice template to include payment in the footer portion of the invoice.  This will add a line showing total invoice, payments applied and balance due.

D
dddeniseAuthor
April 3, 2019

The Payment info IS in the footer.  See attached example.  It is picking up the TOTAL, not the BALANCE DUE.  There is no option in the custom settings to pick up BALANCE DUE, only TOTAL.  When I have a balance that is not the same amount as the total (because of a partial or full payment) it only picks up the invoice total.  It doesn't look like this is something I can get around unless I am misunderstanding you.

A
Alessandra_B
April 3, 2019

Hello there, @dddenise.

 

You can edit your invoice template and add the Balance Due line to show the correct balance. I'd be glad to guide you through the steps.

 

First, locate the template you use for your invoices.

 

Next, you can now edit the template by following these steps:

  1. Click on Lists from the menu bar.
  2. Select Template.
  3. Choose your invoice template.
  4. Click on Additional Customization.
  5. In the Footer tab, tick on the Balance Due box on the Print column.

 

After this, you can adjust where the Balance Due box will be placed. Here's how:

  1. From the Additional Customization page, click on Layout Designer.
  2. Move the boxes and columns to your preference.
  3. Click on OK.

 

Once done, you'll be routed back to the Additional Customization tab. To finish off, you can click on OK.

 

You can now go back to the invoice and email your invoices showing the Balance Due box on their invoices.

 

Please let me know if you have any other concerns. I'll be around to help.

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