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TTI
January 21, 2019
Solved

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

  • January 21, 2019
  • 1 reply
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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?

Best answer by ShiellaGraceA

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.

 

 

1 reply

S
ShiellaGraceAAnswer
January 22, 2019

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.

 

 

T
TTIAuthor
January 22, 2019

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.)

A
Anonymous
January 22, 2019

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! 

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