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jamie123456
February 26, 2024
Question

Add field to invoice showing 30,60,90 days past due amounts, automatically

  • February 26, 2024
  • 1 reply
  • 0 views

I would like to show my customer what is past due on their account whenever I send out an invoice. In QBO can I add a section with four subsections eg:   current balance: $1,200 ,  30 days past due: $600,  60 days past due: $200, 90 days past due: $0



I know there is a feature to show past due balance but I need to to show 30, 60 , 90.



Is there a way to do this in QBO with a setting change, if not is there a way to do this with with plugin or some kind of custom solution?

1 reply

K
Kevin_C
February 26, 2024

Thanks for visiting us today, @jamie123456. I’m here to provide some alternatives to sending an invoice to your customers with multiple past-due invoices.

 

At this time, being able to send an invoice that contains a field for multiple past due amounts automatically isn't available in QuickBooks Online. No worries, I've got a couple of workarounds for you below:

 

The first is that you can utilize the custom field feature to add fields for past due amounts, but you'll have to manually calculate the due amounts and input them into the fields of your invoice.

 

You can also add them to your custom form styles template and manually input the due amounts in the Message on invoice field.

 

While it's unavailable to add a field to a specific invoice, I suggest sending statements to your customers after sending them their invoices to show their current and other past-due balances. Just ensure to enable the Show aging table at bottom of statement to view how many days they’re overdue.

 

Rest assured, I'll take note of your feedback to help improve our service. Also, you may personally send this product suggestion to our software engineers to work on its progress and include it in future updates. Let me show you how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

If you have further questions about managing your invoices in QBO, please let me know by commenting below. I'm always glad to help. Have a good day ahead!

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