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MoneyMan007
July 27, 2020
Question

Print invoice without payments & balance. Customs does not want to see payment related info.

  • July 27, 2020
  • 1 reply
  • 0 views
Our customers make a 50% deposit tat time of PO. But upon dispatch, we need a clean invoice showing the value of goods. It can not show payments applied and balance.

1 reply

R
RCV
July 27, 2020

I've got some steps we can perform to show the applied payments and balance in an invoice, MoneyMan007. 

 

In QuickBooks Online (QBO), we can turn on the Account Summary feature. This will summarise your customer's info from the last year. Once you enable it, this will show you the Balance Forward, Payments and credits, New charges, and Total amount due in your invoice.

 

To turn on this feature, just follow the steps below: 

 

  1. Click the Gear icon on the top menu. 
  2. Choose Custom form styles.
  3. Tick Edit to open the template.
  4. Select the Content tab.
  5. Click the Table area on the sample invoice.
  6. Place a checkmark in the Show on invoice field under the Account summary section.
  7. Press Done. 

For more details about this one, check out this article: Add an account summary to an invoice in QuickBooks Online.

 

To customise your invoices, refer to Customise invoices, estimates, and sales receipts in QuickBooks Online article. 

 

Visit our Manage Customers and income page to get your more insights about managing your customer transactions. 

 

Feel free to reply to this post if you need a hand with setting up progress invoicing. I'll be here to assist you. Have a great day ahead. 

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