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xenaranda
March 18, 2021
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How to see only the amount due for that invoice sent in QuickBooks Online?

  • March 18, 2021
  • 1 reply
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How do I see only the amount due for that invoice sent in QuickBooks Online? not including the Total Amount due.. Another is, 

 

When I look at Quickbooks, I can click on the "Receive Payment" button for an invoice. It shows me the invoice I clicked on and also any other outstanding invoices that the customer has. Is there a way to let the customer see that information when they click the Review & Pay Now button?

Best answer by SashaMC

Not working. The total amount due is the total balance due of that particular customer. How can I only show the amount on the invoice $499.00


Thank you for reaching back out to us, xenaranda. I will be happy to help! There is an option to hide the balance forward and only show the invoice amount by editing your Custom Form Style. My colleague before mentioned these steps, but we will be making a slight change to the fourth step. Instead of marking the Show on invoice box, this should be unchecked. Here's a fresher how to do so:

  1. Select the Gear icon and choose Custom Form Styles.
  2. Locate the default invoice and select Edit.
  3. Go to the Content tab and select the middle section of the template.
  4. Uncheck the Show on invoice box to add the Account summary to your customer's invoice.
  5. Hit Done, once completed.

Please let me know how this works out! If you have any questions, my team and I will be here to assist you! Take care and be safe. 

 

1 reply

AlexV
AlexV
March 18, 2021

Hi xenaranda!

 

I'm here to help you in receiving customer payments.

 

For the first question, it seems that you're referring to the total amount due of each invoice. If so, we can pull up the Open Invoices report that you can search on the Reports tab. This shows the unpaid invoices and statement charges, with totals for each customer. The Open balance column is where you can see the amount due for each invoice.

 

In regards to the second question, we can add the account summary to the invoice so your clients will be able to see the total outstanding balance. You can follow these steps:

  1. Go to the Gear icon and select Custom form styles.
  2. Find the invoice you're using and click Edit or click New Style and select New to create a new one.
  3. From the Content tab, tap the body section or middle part of the preview. From the Account summary section, check the Show on invoice box.
  4.  Click Done to save it.

For your reference, here's how to customize sales forms and reports in QuickBooks Online to make them more presentable.

 

Need more help? Just leave a reply below and we'll respond as soon as we can.

 

X
xenarandaAuthor
March 25, 2021

What I mean is the template on the email.. like this how can I not see this one the total amount due? i just wanted to see the total for the invoice only.

AlcaeusF
AlcaeusF
March 25, 2021

Hi @xenaranda,

 

We want to help you with your questions about the invoice. However, we need more information about it to provide the right resolution and to get this sorted out promptly.

 

Can you share with me the amount due for that specific invoice? If you can send detailed screenshots of the customer's transaction list including the details of the specific invoice you're trying to send, It would help us provide a timely solution on this.

 

In the meantime, you can check the following articles for some links about adding and categorizing payments, as well as how to view invoices that are due on a specific date range in QuickBooks:

 

Please know that you're always welcome to post any questions you have in this space related to the invoices. Have a great day ahead. 

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