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YuneecDronesAustralia
YuneecDronesAustralia
December 27, 2021
Question

After I import an invoice template from MSWord the fields <deposit> and <amountpaid> do not show a value. <amountdue> = (<total> - <amountpaid> - <deposit>) but it fails

  • December 27, 2021
  • 2 replies
  • 0 views
How do I see on an invoice if the customer has made a deposit and it is recorded against the invoice? there is no fields that show that value?

2 replies

C
Carneil_C
December 27, 2021

Hello there, @YuneecDronesAustralia. Welcome to QuickBooks Community! Let me further assist you in sorting this issue so you can see the details you need in the invoice template. 

 

The Deposit field is an optional portion you can enable and add to your invoices. It is mainly use to subtract a customer deposit from the total to calculate the balance due.

 

Here's how you can turn it on: 

  1. Go to the Gear icon. 
  2. Select Account and Settings. 
  3. Select Sales tab.
  4. In the Sales form content section, click the pencil icon.
  5. Turn on Deposit.
  6. Click Save and Done.


Additionally, I’ve included these articles that’ll help you design and import custom form styles for your forms in QuickBooks Online.

Let me know if there's anything else that I can help with managing your invoices by leaving a reply below. I’m always glad to help in any way I can. Have a wonderful day!

YuneecDronesAustralia
YuneecDronesAustraliaAuthor
December 28, 2021

As you can see in the Air Template the $137.76 deposit/ is not showing?

I am using Online Simple Start.

But since it is an option in my settings I would expect it to be available for use...

I understand the 3 Custom Fields are not available ... not a problem ... but the very basic Deposit or partial payment <amountpaid> should be able to be seen in invoices

As you see in the entry below there is a value for Amount received... yet <amountpaid> has no data! 

 

 

R
RCV
December 28, 2021

Thanks for coming back, sales151.

 

I appreciate you for providing us with a screenshot and in-depth details of your concern. Yes, the Deposit field is available in the sales forms template. We'll need to edit the imported style (Airy template) and enable the Deposit field in the Footer section. See the screenshot below for our reference:

 

Here's how to include the Deposit field:

  1. Go to Settings on the top menu.
  2. Choose Custom form styles.
  3. Tap Edit on your Airy invoice template. 
  4. Click the Content tab.
  5. Select the Footer section on the sample template.
  6. Under Display, place a checkmark on the Deposit field. 
  7. Press Done. 

 

When creating an invoice, tick the Customise tab and choose the Airy template. Here's an article you can refer to for more details about customising invoices, quotes, and sales receipts in QuickBooks Online. Just in case you need a report that lists all invoices that are due on a particular day or date range, we can run the Transaction Detail By Account report. Here's how: 

  1. Go to Reports from the left menu.
  2. In the Go to Report field, enter Transaction Detail By Account.
  3. Choose the Transaction Detail By Account report.
  4. Tap Customise.
  5. Select the date range.
  6. Tick Filter to open up the filters.
  7. Set the Transaction Type filter to Invoice.
  8. Set the A/R Paid filter to Unpaid.
  9. Press Run Report.

 

Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.

 

Tag me in your reply if you have any other follow-up questions or concerns about managing your invoices. Just reply to this thread and I'll get back to you. Have a great day. 

YuneecDronesAustralia
YuneecDronesAustraliaAuthor
December 28, 2021

it was already activated but the deposit filed is actually working thanks... I realised I don't use deposit as I accept a payment instead...

AmountPaid is the field that does not show or give value to...

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