Skip to main content
TTI
Jan 21, 2019 10:15 PM UTC
Solved

Previous balance on invoice includes current invoice, can it be only previous balance?

We add "previous balance" to invoices but it's including the CURRENT invoice. So if they owe $100 from last month and today's invoice is $50, it shows a previous balance of $150. How can we show only $100 as a prior balance on a current invoice? Is it possible?

ShiellaGraceAAnswer
Jan 22, 2019 6:17 AM UTC

Changing the Balance Total column to show the previous balance only is unavailable, TTI.

 

You'll want to use the Transactions tab in the Customer Information window. Then, filter the date to see the previous balance.

I've added a screenshot for you.

 

You can always swing by if you need help with anything else.

 

 

View in thread

11 replies

ShiellaGraceAAnswer
Jan 22, 2019 6:17 AM UTC

Changing the Balance Total column to show the previous balance only is unavailable, TTI.

 

You'll want to use the Transactions tab in the Customer Information window. Then, filter the date to see the previous balance.

I've added a screenshot for you.

 

You can always swing by if you need help with anything else.

 

 

TTIAuthor
Jan 22, 2019 1:02 PM UTC

So you're saying that I'd have to look up (per customer) the prior balance and type it in? If that's the only solution, (and I really appreciate your input), that's hardly a solution that we could implement when generating invoices. Our only solution seems to be to delete it from the invoice altogether which has been a really useful feature BUT takes too much explaining to clients who have been overpaying: the current invoice + prior balance). Wow. (Been using QB since 1998 and am still stunned by what it doesn't do.)

Anonymous
Jan 22, 2019 4:01 PM UTC

Hello TTI,

 

We'd like to help. However, we'd need to get more details. Is it okay with you to attach a screenshot of this invoice? 

 

Thanks in advance! 

Terms & ConditionsAccessibility statement