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xenangel
October 31, 2018
Question

Show Payment Amount Received on Invoice Sent to Customer

  • October 31, 2018
  • 4 replies
  • 0 views

I just want the Invoice to show Payments Received so that the Invoice shows Charges, Payments, then Balance Due. Right now it shows Charges and Balance Due and I can't get it to show the Payments Received. So, it looks like Charge = $2000, Balance Due = $1,500. Looking at the Invoice, you'd be completely confused. I've tried changing the Dates on each of the items and still it doesn't fix the problem.

4 replies

Rose-A
Rose-A
October 31, 2018

It's nice to see you here in the Community, xenangel.

 

I can provide you with some answers to your questions about invoices.

 

In order to show the payments received on the invoice, you'll need to select the option Show on Invoice under Account summary in the template settings.

 

Here's how:

  1. In the invoice screen, click Customize.
  2. Select Edit current.
  3. Go to the Content tab and click in the middle of the invoice to edit.
  4. Under Account summary, select Show on invoice.
  5. Hit Done.

I've attached screenshots below to guide you through the steps.

 

I've got your back if there's anything else I can help with. Have a nice day.

X
xenangelAuthor
November 2, 2018

I already have that set for my invoices, but still don't see the Payment Received. Here's what I have:

Dec 3 - Invoice = shows Charge = $2000; Balance Due = $1500; NO Mention of Payments

Dec 2 - Payment = $500

Dec 1 - Charge = $2000

 

I think the Invoice should show Charge = $2000; Payment = $500; Balance Due = $1500

    X
    xenangelAuthor
    November 7, 2018

    I don't see any response to my last post. Please address.

      M
      MaryGraceS
      November 8, 2018

      Hello, @xenangel.

       

      I'd like to make sure I understand what you're trying to achieve in QuickBooks Online. I'll need your help to get more information about the concern.

       

      May I ask how did you record the customer's payment? Is it through the Receive Payment or Bank Deposit window?

       

      Also, it'd be best if you can send a screenshot of your invoice template. These information would help us narrow down where the issue is resulting from and get you the right steps to fix it.

       

      I'll be waiting to hear back from you.

      X
      xenangelAuthor
      November 8, 2018

      I first recorded a Charge, then a partial Payment as a Receive Payment. Then, I created an Invoice which I was hoping would show the Charge, Payment, and Balance Due. It did not show the Payment. I even tried to go back to the Payment and apply it to the Invoice. I also tried to change the Dates.

       

       

      Here's the Customer screen:

       

      Here's the Invoice Template.

       

      Then, when I want to send the Invoice to the Customer, it does NOT show any Payment Received.

       

      HoneyLynn_G
      HoneyLynn_G
      November 8, 2018

      Hi there, @xenangel.

       

      I appreciate you looping back and adding some screenshots. I can share some insights about the invoice templates in QuickBooks Online.

       

      Currently, the option to show the partial payment amount on an invoice is not yet available. What shows are the charges and the balance due.

       

      As a suggestion, you can look for a 3rd party application. They can help modify the invoice template to show the paid amount for partially paid invoices. To do so, you can click Apps on the left panel.

       

      We'd appreciate if you can send us a request through feedback. Through this, our engineers will know that this is something you need. I'll do the same in my end.

      1. Click on the Gear icon.
      2. Click Feedback.
      3. Type in your feedback or feature request.
      4. Click Send Message.

      You can also send your feature request at http://feedback.qbo.intuit.com/forums/168199.

       

      That should do it. Keep in touch if you have any other concerns. Have a good one!

      KlentB
      KlentB
      October 22, 2020

      I can help you with that, SSTP.

       

      You can select the Statement Period option to generate a balance forward statement. This way, your customers will able to see the list of their invoices and payments with balance for the date range selected. Here's how to do it:

       

      1. Select Customers from the top menu, then choose Create Statements.
      2. Set the appropriate dates from the Statement Period From option.
      3. Choose the customers you want to print statements for.
      4. Choose the desired settings from the Additional Options section.
      5. Click Print or E-mail depending on how you want to send the statements to your customers.

      Take a look at my screenshot below:

       

       

      Creating billing statements is just a part of the Accounts Receivable workflow in QuickBooks Desktop. I encourage reading this guide to learn the different ways on how you can track customer transactions in the program.

       

      If I can be of any other help, please don't hesitate to drop a reply below. I'll always have your back.

      C
      cstump1-goshenhe
      September 27, 2021

      I've added Account Summary to my invoice and when I go in, I see this on the preview screen. But then when I go in to a particular customer to print an invoice, the Account Summary isn't showing up. 

      E
      Ethel_A12
      September 27, 2021

      Hello there, @cstump1-goshenhe.

       

      Let me share with you an idea about adding an Account Summary to invoices.

       

      You need to add the Account Summary using a template. Make sure to use the correct template for the invoice.

       

      Follow the steps below:

      1. Click Settings ⚙ and choose Custom Form Styles.
      2. Select the template, then click Edit ✎. Or select the New Style▼ drop-down and create a new custom template.
      3. Hit the Content tab.
      4. From the body section, click Edit ✎.
      5. Check the Show on invoice checkbox. Note: This option is not available in the imported template.
      6. Click Done.

       

      Learn more about customizing your sales transaction template with this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

       

      If you have additional questions about adding an Account Summary to an invoice, you can click on the Reply button below. I'm always here to help.

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