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wyllis-printgpc-
February 27, 2023
Solved

How do I capture invoices that have been part paid from another package?

  • February 27, 2023
  • 1 reply
  • 0 views
Taking on invoices from another package, some of these  invoices have been paid in part how do I capture this?
Best answer by LieraMarie_A

Thanks for clarifying, @wyllis-printgpc-. I've got the steps you need to capture invoices that have partially paid.

 

You can add an account summary to the customer's invoice. It summarizes your customer's info from the last year. 

 

  1. Go to the Gear icon and then Custom form styles.
  2. Find the invoice template you use, select Edit from the Action dropdown menu. Or click the New style dropdown menu, then choose Invoice to create a new custom template.
  3. Select the Content tab.
  4. In the form preview, select the Table section.
  5. Mark the Show on invoice checkbox.
  6. Select Done.

 

When sending the form, make sure to select the custom template you created. This is how it looks like when you send another invoice to your customer:

 

 

You can also give your customers their complete transaction history by sending them a Balance Forward statement.

 

Visit us again if you need more help with sending statements to your clients. We'd be happy to assist you further.

1 reply

K
Kurt_M
February 27, 2023

It's great to have you here today, @wyllis-printgpc-.

 

I want to ensure I'm able to provide you with a suitable resolution to your concern. Before we proceed, can you tell me more about your query? Are you trying to take over a partially paid invoice from another transaction? This way, I'll be able to help you get this sorted out as soon as possible.

 

Please don't hesitate to get back to me here in the Community space. I'm determined to help you get through this. Stay safe, and have a nice day!

W
wyllis-printgpc-Author
February 28, 2023

Hi Kurt, thank you for your response.   Yes invoice was partly paid  in previous package

how I capture this partly paid invoice in QB.   If possible I would like to show history

on the customer account -ie  original invoice and payment

Regards

Wyllis

LieraMarie_A
LieraMarie_AAnswer
February 28, 2023

Thanks for clarifying, @wyllis-printgpc-. I've got the steps you need to capture invoices that have partially paid.

 

You can add an account summary to the customer's invoice. It summarizes your customer's info from the last year. 

 

  1. Go to the Gear icon and then Custom form styles.
  2. Find the invoice template you use, select Edit from the Action dropdown menu. Or click the New style dropdown menu, then choose Invoice to create a new custom template.
  3. Select the Content tab.
  4. In the form preview, select the Table section.
  5. Mark the Show on invoice checkbox.
  6. Select Done.

 

When sending the form, make sure to select the custom template you created. This is how it looks like when you send another invoice to your customer:

 

 

You can also give your customers their complete transaction history by sending them a Balance Forward statement.

 

Visit us again if you need more help with sending statements to your clients. We'd be happy to assist you further.

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