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T
TrinityDisposal
June 25, 2022
Solved

Customer-specific Invoicing

  • June 25, 2022
  • 1 reply
  • 0 views

I need to be able to show ONLY current invoice amount for a few specific customers. And for most customers a specific invoice amount PLUS owed balances from previous invoices.

 

I can't seem to find an option for setting up customer-specific invoice types. Surely there is a way. All help is appreciated!

Best answer by TrinityDisposal

Actually realized I needed to create a new invoice template that did not contain all of the balance and account summary information.

 

Then on the actual specific customer invoice I go to Customize, then select the name of the newly created template. 

 

Your answer guided me in the right direction to achieve what I need to. Thanks!

1 reply

T
TirzahC
June 25, 2022

Hello, TrinityDisposal.
 

If you're referring to Customer types feature is only available in QuickBooks Online Plus for US regions. If you're using Essentials or Simple Start, I'd recommend upgrading your subscription.

 

Once you have upgraded, the Customer type feature will appear in the Customers tab automatically. The article you've found earlier will also help you assign and set up your customer types.

 

If you want to find your customer's invoice list, just follow the instructions below:

 

Searching for invoices by customer

 

  1. From QuickBooks Online, navigate to the Sales tab and the Customers section.
  2. Click on the name of the customer whose invoices you'd like to see.
  3. Below you'll find a complete list of this customer's transactions. You can click the column headers to sort them (by date, for instance), or use the Filter menu to help narrow the information.
  4. Click any Invoice on the list to open or edit it.

I can see that this article can be handy in the future about managing your customers' transactions: Send online invoices in QuickBooks Online.

 

If you have any other QuickBooks-related concerns, don't hesitate to post again here. I'd be glad to assist you once more. Take care always.

T
TrinityDisposalAuthorAnswer
June 26, 2022

Actually realized I needed to create a new invoice template that did not contain all of the balance and account summary information.

 

Then on the actual specific customer invoice I go to Customize, then select the name of the newly created template. 

 

Your answer guided me in the right direction to achieve what I need to. Thanks!

M
Mich_S
June 26, 2022

You're always welcome, @TrinityDisposal.

 

We're glad to know the steps went well. We couldn't do it without your cooperation.

 

We're delighted that we're able to share with you a working resolution to fix the check issue.

 

Don't hesitate to comment back if you need extra help with managing invoices or QuickBooks in general. The Community is available 24/7 and is ready to back you up. Have a great start of the week!

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