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O_H
April 1, 2023
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QBO Invoice for Time Charge Shows Double Amount for Customer Total?

  • April 1, 2023
  • 1 reply
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In the Sample Company using QBO, I entered a Single Time Activity for 4/1/23 and created an Invoice for it, customer is Dukes Basketball Camp for for $150. Why does QBO add the $150 twice (once for Time Charge and once for Invoice line) to show a total of $300, when in reality, the customer only has an open balance of $150 at this time? The AR report does show this customer correctly with $150 balance, so does this need to be fixed? Screenshot below:

Best answer by LieraMarie_A

Hey there, @O_H. I'm happy to provide some information about the Balance and  Total columns.

 

On the Customer Transaction List page in QuickBooks Online, the Balance column displays the current outstanding balance for each customer based on their transactions in the specified date range. On the other hand, the Total column shows the total amount of each transaction for the selected date range, regardless of whether it has been fully paid or not. This includes all invoices, payments, credit memos, and other transactions related to the customer account.

 

Hence, you'll have to look at the Balance column to determine the current balance due by a customer. You may also want to run reports with different date ranges to get an accurate picture of your customer's account activity.

 

I'd love to hear from you again. I'm always around if you have other concerns about tracking customer balances. Have a great day!

1 reply

LieraMarie_A
LieraMarie_AAnswer
April 2, 2023

Hey there, @O_H. I'm happy to provide some information about the Balance and  Total columns.

 

On the Customer Transaction List page in QuickBooks Online, the Balance column displays the current outstanding balance for each customer based on their transactions in the specified date range. On the other hand, the Total column shows the total amount of each transaction for the selected date range, regardless of whether it has been fully paid or not. This includes all invoices, payments, credit memos, and other transactions related to the customer account.

 

Hence, you'll have to look at the Balance column to determine the current balance due by a customer. You may also want to run reports with different date ranges to get an accurate picture of your customer's account activity.

 

I'd love to hear from you again. I'm always around if you have other concerns about tracking customer balances. Have a great day!

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