Balance forward on an invoice in QB desktop

Thank you for reaching out to us, @Loftatsea.

I'll be glad to help you with your invoice concern.

Customizing your invoice template is the process of adding a balance forward in QuickBooks Desktop.

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Here's how:

1. Choose type of form you’d like to customize.
2. From the form, clcik the Formatting option then select Manage Templates.
3. Select a template to preview, then choose Copy to create a new template or choose OK to edit the template.
4. Use the basic customization window to:
   1. Add your logo.
   2. Change fonts and colors.
   3. Change company & transaction information.
5. Select Additional Customization to add or remove the items from the header, columns, or footer. Then select Layout Designer to move or resize items on the form.
6. Once done, click OK.
7. Choose Print Preview to see your form.
8. Click Close.
9. Select OK.

You can also check how to give your customer a credit or refund  for more information about invoices.

We're always here in the Community to help if you have other questions related to QuickBooks. Stay safe!