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S
sim-pumbing
February 21, 2023
Question

How can you remove the account summary from emails when sending invoices? The balance showing in the email has added a previous invoice amount that has since been paid.

  • February 21, 2023
  • 1 reply
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1 reply

I
IntuitSheila
February 21, 2023

Welcome to the Community, sim-pumbing.

 

You can remove the Account summary shown on your emailed invoice by going to your Custom form style settings. Let me guide you on how:

 

  1. From the QuickBooks Online account click on the Settings icon.
  2. Click on Custom form styles.
  3. Click on the Edit link for your Standard template or the template used for your sales form.
  4. Click on the Content tab.
  5. Click on the pencil icon of the second box on the preview to the right.
  6. Under Table untick the box for Show on the invoice for Account summary.
  7. Click on Done.

 

Once done, attempt to send an invoice to your email or you can simply print or preview it to see how your invoice looks after making some edits to your settings.

 

You can also refer to this link to learn more about the account summary on an invoice: Add an account summary to an invoice in QuickBooks Online.

 

Post again in the Community if you have more questions about your sales form in QuickBooks Online. I'll be around to help you!

S
sim-pumbingAuthor
February 21, 2023

Thank you for the response. The issue isn't with the invoice itself but with the email when sending the invoice to the customer. The balance showing to the customer is different to what is owing on the invoice. I have attached a screenshot to show what I mean. The top is the invoice showing the amount due, the bottom is the send preview that shows a different balance. This customer does not have any other open or overdue invoices.

I
IntuitSheila
February 21, 2023

Thanks for getting back to us, sim-pumbing.

 

I'd recommend checking the invoice if there are no credits applied to them or if a previous balance was forwarded. You can turn on the Account summary on the Custom form styles to see if there's any Balance forward amount shown or not. Furthermore, you can also run a Customer statement to see customers' history. here's how:

 

  1. Go to Bookkeeping, select Transactions, then select All Sales tab.
  2. Select the Filter ▼ dropdown.
  3. In the Type dropdown, select Statements.
  4. Select the date range from the Date dropdown.
  5. Select the customers you want to see statements for from the Customer dropdown.
  6. Select Apply.

If in the event no balance forwarded is shown or no credits are applied to the invoice. I would recommend reaching out to Customer Care Team. That way, they can further check the invoice and customer's transactions in a secure form. 

 

  1. In your QuickBooks Online, click the Help menu in the upper-right corner.
  2. Select Contact us and enter the details of your concern.
  3. Click Let's talk and choose Chat or Get a callback.
  4. Enter the required information.

Feel free to reply to this post if you have more questions.

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