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C
cpPOA
April 1, 2023
Question

Invoice Template Supposed to include Balance Forward but DOESN’T (QBO)

  • April 1, 2023
  • 1 reply
  • 0 views

Our Custom Style template is selected to include a balance forward so that any outstanding balance is displayed on the current invoice. As of today each of the customers that have a balance forward, display as if there is no previous balance owed. Incredibly frustrating!! We invoiced at the end of January and this worked as intended but it is no longer working. Why?

1 reply

S
SirielJeaB
April 1, 2023

Hello there, @cpPOA. I appreciate you for getting back to our Community forum. Let me route you to the right support you need. 

 

I understand your sentiments and how this challenge affects the operation of your business with QuickBooks. Let's verify that the account summary was properly configured. If it is and the issue continues to persist, the best option for you is to contact our Live Support Team. They have the tools to initiate a screen-sharing session, investigate your account further, and may create a case if necessary. 

 

To contact support:

 

  1. Sign in to your QuickBooks Online account
  2. Select the Help (?) icon at the top right.
  3. Enter your concern, then click Let's talk.
  4. Choose Contact Us to connect with a live support agent.
  5. Select Start a chat with a support expert or Get a callback from the next available expert.

 

QuickBooks Online also helps you to make invoices that are pleasant and professional by customizing and adding specific information. You may learn more about this process by reading the article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Don't hesitate to reach out to us again if you need further assistance with your invoices in QuickBooks Online. We're available 24/7. Wishing you all the best!

C
cpPOAAuthor
April 3, 2023

I’ve reached out to Support today as the issue still persists.

N
not a happy customer
February 6, 2024

I've spent hours on the chat to support only to find they have removed this functionality - it would be nice if large changes like this are communicated to customers in advance.

Like you we use balance forward to highlight to customers any over due amounts...

 

we can all agree customers rarely read all the information sent to them and this now just adds additional pain to invoicing and getting paid!

 

 

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