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T
texvanwinkle
September 4, 2023
Question

Show payments on invoice

  • September 4, 2023
  • 1 reply
  • 0 views

I've searched the boards themselves and Googled as well and I'm finding nothing on what, it seems, ought to be a basic feature.

 

How do I print an invoice showing that it's paid and that lists a customer's payments on it?  Not a statement—a final invoice.  I switched from Wave Accounting to QBO for the vastly more robust feature set, but Wave does that by default, and I cannot find a way to do that in QBO.  I've tried every form configuration and setting I can find.  Seems like account summary ought to show that, but it isn't, and doesn't always print anyway.

 

I feel like I'm missing something simple, and will be most happy to be embarrassed that I am.

 

Thanks,

 

Clint

    1 reply

    M
    Mich_S
    September 4, 2023

    I appreciate your efforts in trying to rule this out, @texvanwinkle. I'm here to provide some tips for you to print an invoice showing its payments in QuickBooks Online.

     

    You're right, the Account summary should show the information you want. I see that you've already configured your form. I recommend going through the configuration process once more. This time, you'll have to add the changes to the template you're using for the invoice. Make sure that you select the option for Account Summary under the Content tab for it to appear on the invoice. Here's how:

     

    Reminder: Please note that the form only displays the payment date and the total amount, not the individual amounts for each payment. 

     

    1. Open the invoice you want to print.

    2. Click on the Customize tab from the bottom part, then select Edit current.   

               

     

    3. Go to the Content tab, then click the middle section of the form.

    4. Select the Table field.

    5. Under Account summary, put a check for the Show on invoice box.

    6. Finally, click on Done.

     

    After that, you should now be able to print the invoice with the data you need. Kindly refer to the image below for reference:

     

     

    Visit this module for more information about personalizing invoices and other sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    You can also pull up an overview of your customers' outstanding balances using this guide: Run an accounts receivable aging report.


    Keep me posted so I can assist you further. Feel free to leave a comment. Take the best care!

      T
      texvanwinkleAuthor
      September 4, 2023

      Mich_S,

       

      Thank you for taking the time to create such a thorough response.

       

      I am surprised and a little disappointed to learn that there is in fact no way to show individual payments made to balance on the invoice.  There sure didn't seem to be one, but I was really hoping I was missing something there.

       

      As for configuring the form, I've done the process exactly as you outline, both on a specific invoice and as a custom template I can apply to any invoice, and it's still not appearing on any invoices.

       

      Here's the invoice template as created under Settings>Custom Form Styles:

       

       

      You can see that the account summary section has been turned on in for the middle section under content.

       

      And yet here's the result on an invoice for a customer who is fully paid, and did so via two payments:

       

       

      What's odd is that I believe it's showing up on some but not others, so if we can identify why that's happening, that at least would get the total payments made toward the total on the invoice, even if I can't get it to show individual payments.

       

      Thanks again for your help and continued assistance.

       

      Clint

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