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mygizzy
October 20, 2022
Question

Invoices

  • October 20, 2022
  • 1 reply
  • 0 views

Hello.

So, a customer purchased 2 items and 1 service with our company. She is still paying on 1 item through our payment plan. Is there a way to print an invoice showing the other item and the service has been paid in full on the invoice? They need it for insurance purposes. 

 

Thanks!

1 reply

Rubielyn_J
Rubielyn_J
October 21, 2022

Yes, you can print an invoice showing the other item, and the paid service, @mygizzy.

 

The printed invoice will show the Total amount regardless if it was a partially or fully paid invoice. To see the partial payment and the remaining balance, you can customize the invoice template and add the Balance Due and Customer Total Balance on the footer side.

 

Here's how:

 

  1. Proceed to the List menu.
  2. Choose Templates.
  3. Right-click on the invoice template that you're using, then select Edit Template.
  4. Choose Additional Customization.. at the bottom.
  5. Select on the Footer tab.
  6. Put a checkmark under the print column for Balance Due and Customer Total Balance.


 

Once done, you can print your customer invoice. 

 

For more insights on how to use and personalize form templates in QuickBooks Desktop, feel free to check out this link: Use and customize form templates.

 

Additionally, let me share this article you can utilize in the future to help manage payments: Deposit payments into the Undeposited Funds account in QuickBooks Desktop

 

Don't hesitate to click the Reply button below if you have further questions about printing an invoice showing the item and paid service. We're always here to help. Have a good one.

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