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wbfinc
June 25, 2022
Question

The second or third progressive invoice doesn't show the balance from the previous invoice. Nor does it send that crucial information to the customers email.

  • June 25, 2022
  • 1 reply
  • 0 views

The second progressive invoice doesn't show the previous balance. Also, it doesn't email a previous balance from the last progressive invoice, current payment, and final balance all together so the customer can understand what is being billed and what the past bill was at a glance. So my workaround is to create the second or third invoice is to duplicate the browser page and have the estimate open which shows the previous balance from the previous invoices and a page for the new invoice open at the same time. However, when it emails to the customer, all it sends is the total of the line item from the original quote and the percentage of what I am billing them for on the current invoice, but it doesn't show them how much they have previously paid on their prior invoice. Is there a setting for this? 

1 reply

KlentB
KlentB
June 25, 2022

Thanks for reaching out to us, wbfinc.

 

I've checked your post and found that you've posted a similar concern on the other thread. The identical one was already answered by my colleague, Kevin_C. You can go to this link to view his answer where he shared the steps on how you can show the balance of your previous invoices: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-when-using-progress-billing-the-paid-line-items-from-the/01/1105716#M161056.

 

To learn more about personalizing your sales forms and recording your invoice payments in QBO, I'd recommend checking out these articles:

 

Feel free to reach out to me again if you have any other concerns or follow-up questions.

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