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Jey1
August 27, 2023
Question

Invoicing

  • August 27, 2023
  • 1 reply
  • 0 views

Why won't "account balance" amount show up on Premier customer invoice? I am able to add the box at the bottom of the invoice, but no amount appears. Also, many of the options on the footer tab for view on screen of template customization are grayed out, including account balance.

1 reply

R
ReymondO
August 27, 2023

Good day, @Jey1. I'd be glad to share info about customizing invoice templates in QuickBooks Desktop.


Before we proceed, can you tell me exactly where did you see the account balance in your invoice template? 

 

If you're referring to the Customer Total Balance in the Footer section of the invoice template, then the option to check its box in the Screen column is unavailable in the program. This is why it's not showing when creating an invoice. Although, you can still check its Print option box to show the customer's total balance when printing the invoice.

On the other hand, you can easily check your customer's balance in the Customers & Jobs section. Simply go to Customers menu and select Customer Center. Then, view their balance under the Balance Total column.

For additional reference in customizing sales form in QuickBooks Desktop, feel free to see this article: How to use and customize form templates in QBDT.

 

We're delighted to offer our assistance. Please don't hesitate to respond in this conversation if you have any further inquiries regarding invoices or QuickBooks. Wishing you the best and have a wonderful day!

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