Skip to main content
F
FSSimon
December 15, 2023
Question

Create an INVOICE with balance forward that can be sent by email with PDF and Link

  • December 15, 2023
  • 2 replies
  • 0 views

I am very frustrated. I have called and chatted with support about this, and read every article I can find on the community and in the QB Knowlegebase, but none answer my question or work. Every answer I see pertains to BALANCE FORWARD STATEMENTS,  not BALANCE FORWARD ON INVOICES. I think the most important thing to know is in a recent update, QB set a new default invoice template for my account that does not have balance forward, and from what I have learned, that template cannot accommodate balance forward on invoices. When I went back to my previous invoice that I had designed, I learned the template could no longer be sent to the customer by email with a PDF attachment and a link. It seems only the default invoice can be sent with a PDF and link. 

 

Meanwhile, I have been trying for days to find a way to get the BALANCE FORWARD TO WORK ON THE INVOICE TEMPLATE to no avail. 

 

Invoices are the most very basic function of accounting software. Having a balance forward function in invoices is pretty basic too. I pay a mighty fortune for this software, and without doubt, every software update breaks something that worked perfectly before. I am so over it. PLEASE HELP. Remember, don't send me articles on the site, because they do not work. There must be something wrong with the template QB forced on my account and I cannot figure out how to find aN INVOICE template that accomodates BALANCE FORWARD AND CAN BE SENT TO THE CUSTOMER BY EMAIL WITH THE LINK AND THE PDF FROM QB.

    2 replies

    F
    FateCandylaneT
    December 15, 2023

    I appreciate you for bringing this to the Community, FSSimon. I hear your sentiments when enabling balance forward details on invoices and sending them to customers with PDFs and links on them. I can help achieve the assistance you need in handling this matter.

     

    As I try replicating it on my end, default, standard, or customized invoices can be sent by customer email with the PDF and link on it. You need to enable the Balance forward option from the Customer Form Styles to allow balances to show when creating and sending these forms. To help you do this:

     

    1. In your QuickBooks Online account, go to the Gear icon and select Custom Form Styles.
    2. Choose the specific invoice template and click Edit.
    3. Click the Content tab and select the pencil icon in the Account Summary box on the right.
    4. Enable the box for Show on invoice.
    5. Review all details. Then, click Done.

     

    Once ready, open the existing invoice and make sure to select the modified template. Then, click Print or Preview to verify the changes. This will appear under the Account Summary column on the template. Once done, you can send these forms to your customers.

     

    For future reference, you can start tracking customer-paid invoices to help keep your balances accurate: Record invoice payments in QuickBooks Online.

     

    I'll be more than willing to assist you further if you have additional questions when managing customer invoices in your account. Please keep me posted, so I can get back and provide the help you need. Stay safe and have a good one!

    F
    FSSimonAuthor
    December 15, 2023

    As I said in my initial post, I've read and followed these instructions mutiple times, The instrustions do not work with the  template QB force upon me. The instructions do work on some of the other templates I have in my account, but when I go to send the invoice as a PDF and a link in the email, the interface does not allow those options for the custom form. As I have said, and I will say again, these instructions do not work. 

      A
      AbegailS_
      December 15, 2023

      This is not the experience that we want you to have,  @FSSimon. I'm here to help share some information regarding your custom template concern.

       

      We currently have an ongoing issue where in account summary does not appear in the invoice's print preview window nor does it appear on the emailed invoice. 

       

      Rest assured our engineers are all hands in working on finding a permanent resolution for this issue.

       

      I recommend reaching out to QuickBooks support to ensure that you're added as an affected user and to be notified once there's an update on the situation. Here's how to contact support:

       

      1. Log in to your QBO account.
      2. Click on Help (?).
      3. Choose either tab to start:
        • Assistant: Receive prompt, customized responses. Choose one of the offered answers, or enter your concern.  You can still Talk to a human being if you feel that you require more assistance.
        • Search: Directly search the knowledge base for QBO, or choose Contact Us to find a way to get in touch with us.:
          • Start a chat
          • Get a callback 
          • Ask the community

      Also, take note of their support hours to make sure they're available for help.

       

      Here's how you can handle invoice payments in QuickBooks, feel free to browse these articles:

       

      You can always get back to us. We're here to back you up if you have other concerns with sales forms or QuickBooks. 

        A
        abeale
        January 30, 2024

        i am having the same issue.  Why can't this be fixed??  My billing of several hundred invoices is at  a standstill while i try to figure this out.

          J
          Jelayca V
          January 30, 2024

          I understand how important it is to include balance forward details on invoices and send them to customers with PDFs and links, abeale.

           

          However, QuickBooks Online currently doesn't have this feature on custom forms. While you can send the invoice as a PDF and include a link in the email, the interface doesn't allow for those options on the form itself.

           

          I appreciate your suggestion, and I believe it will help us to improve your experience with QuickBooks Online (QBO). Therefore, I suggest that you send your feedback to us by following these steps:

           

          1. Select Settings, then click Feedback.
          2. Enter your comments or product suggestions. 
          3. Hit Next to submit Feedback.

           

          Your valuable feedback goes to our back-end team to help improve your overall experience with QuickBooks.

           

          Meanwhile, for future reference, you can start tracking customer-paid invoices to help keep your balances accurate: Record invoice payments in QuickBooks Online.

           

          You can always get back to us if you have additional questions when managing customer invoices in your account in QBO. We're here to back you up anytime. Take care. 

          F
          FSSimonAuthor
          January 30, 2024

          I was told by a representative on the phone that they are aware that the balance forward function  is not working and are working on it. HAVING A BALANCE FORWARD ON INVOICES IS A BASIC ACCOUNTING NEED. Prior to the last update, balance forward was available on invoices. I PAY OVER $1,000 PER YEAR FOR A SINGLE LICENSE TO this supposed top tier accounting software, and I can't have balance forward on an invoice? THAT IS INSANE.

            Terms & ConditionsAccessibility statement