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A
althevet
March 6, 2019
Question

Customer Balance on invoice

  • March 6, 2019
  • 1 reply
  • 0 views

Hi,

I cant seem to find an option to add the customer's open balance on the invoice.

Is there a way of doing this?

thanks

Al

1 reply

T
TaliaI
March 6, 2019

Hello althevet,

 

Welcome to the Community - thank you for question!

 

You can enter a customer's open balance through the edit customer screen. You can do this by going to your customer list, selecting the customer and pressing Edit. Once on this screen, you can go to the Payment and billing tab and you will find a box for Opening balance.

 

Thanks,

 

Talia

A
althevetAuthor
March 6, 2019

Apologies,

I don't think I phrased my question very well.

I was trying to find a way of printing the customers overall statement balance at the bottom of each invoice.

For example, the invoice might be for £75 but the customer might owe £100 from previous invoices.

I was looking for a way of having the invoice total of £75 and overall balance of £175, both on the invoice.

 

Thanks for your help so far

A
Amanda G
March 6, 2019

Hello Althevet,

 

You can set this up in the Gear Icon on the top right hand corner of your Quickbooks. Go into Custom Form Styles and then you can edit the style you use.

 

Go to the Content section of your Custom style and select the middle box on the invoice. You will then be able to select the top tick box to "Show on invoice" under account summary.

 

I believe this is what you are looking for. Let us know if you need any further support.

 

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