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Becky20221
February 3, 2022
Question

Receipt

  • February 3, 2022
  • 1 reply
  • 0 views

How do i generate a receipt showing the original amount the partial payment and balance due. The receipts am getting currently are shows zero balance on partial payments

1 reply

Angelyn_T
Angelyn_T
February 3, 2022

Hi there, Becky. Let me share with you some information on how to get the details you need when generating receipts in QuickBooks Online (QBO).

 

When recording partial payment receipts in QuickBooks Online (QBO), the original amount, open balance, and payment amount will show up on your outstanding transactions. I'm adding these screenshots for your visual references.

 

However, when printing or sending the payment, it'll only display the current payment amount. As a workaround, you can prepare a statement to see the summary of your customer's invoices, payments, credits, and balances. You can learn more about statements from this link: Create and send customer statements in QuickBooks Online.

 

Aside from your receipts, you can also add the account summary to your invoice transactions. I'm adding this article as your reference: Add an account summary to an invoice in QuickBooks Online.

 

If you have any other questions about your receipts, let me know by adding a comment below. I'm more than happy to help. Keep safe!

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