old invoice, new invoice

Hi there, @Cynthia_mcaoa. I see you're dealing with an unpaid invoice in QuickBooks Online and are uncertain about the steps to take. Let me guide you through the process.

You can handle the situation in the following manner:

1. Sending Reminders: Before creating a new invoice, I suggest sending a reminder to the customer regarding the unpaid one. You can send a gentle email reminding them of the outstanding balance and the due date. If you've activated the Late Fees feature, any applicable fees will automatically be applied to overdue invoices.
2. Create new invoice: For new charges, create a separate invoice distinct from the one with an outstanding balance. This way, you'll maintain clear records of both transactions.
3. Send Statements: Send a customer statement for outstanding balances. You can: 
   • Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
   • Open Item: Lists all open, unpaid invoices from the last 365 days.
   • Transaction Statement: Lists all transactions for the selected date range.

As for the old invoice, you don't necessarily need to do anything with it. Keep it for your records as a reference. Once your customer pays the outstanding balance, you can mark the old invoice as paid to maintain accurate financial records.

Should you have further questions or need more assistance, don't hesitate to ask. We're here to help.