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R
rkoshar
December 15, 2023
Question

Adding oustanding balances from QBO invoices to the customers latest invoice

  • December 15, 2023
  • 1 reply
  • 0 views

Hello, (This is for QBO on a PC)

So if I have a client who has an outstanding balance for 2 monthly invoices - lets say October and November - and I create the December invoice I want the customer to see the December amount to AS WELL AS The october and November invoices that are past due adding up to their new total amount due. 

THANK YOU!!!!!

1 reply

M
MelroseV
December 15, 2023

Welcome to the Community, rkoshar.

 

I'm here to guide you on how to make your outstanding balance appear on the latest version of your Invoice.

 

To do this, let's add an account summary to your customer's invoices. I'll show you how:

 

  1. Go to the Gear icon, and then select Custom form styles.
  2. Look for the invoice template you want to use, then select Edit from the Action drop-down menu. Or select the New style drop-down menu.
  3. Click Invoice to create a new customer template.
  4. Select the Content tab.
  5. In the form preview, click the Table section.

  6. Select and check the Show on invoice checkbox.
  7. Select Done.

 

Additionally, you can check this article to guide you in receiving customer-paid invoices: Record invoice payments in QuickBooks Online.

You can always get back to me here if you have any other questions about invoices. I'll be around to lend a hand. Have a lovely day.

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