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cwrightdvm
November 23, 2023
Question

Hi there. Is it possible to see balances from a prior invoice on a new invoice? I have followed the instructions that I have already found and it is not working.

  • November 23, 2023
  • 1 reply
  • 0 views
I followed the instructions (gear icon, custom form, content, table, show balance forward) and it shows ok on the example PDF, but not on my actual invoices. I also chatted with QB help and they did the same provedure, and it did not work, and then they just said this is not an available feature on QB online. Surely this program has this capability? Thanks for any advice.

1 reply

A
AbegailS_
November 23, 2023

Hello @cwrightdvm, 

 

Thank you for sharing your concern in the Community. I appreciate your effort to show the balance of your customer's new invoice. 

 

Let me provide you with an update about this feature. Currently, the new invoice layout does not include the account summary feature. If you still have access to the old layout, I suggest switching to it and enabling this feature from your invoice template. 

 

However, if you don't have access to the old layout, we understand your concern and value your feedback. We encourage you to submit a feature request for consideration. Your feedback is important to us, and we continuously strive to improve our services based on customer input. 

 

Here's how you can submit a feature request:

  1. Go to Settings.
  2. Select Feedback under the Profile column. 
  3. Enter your feedback or suggestions.
  4. Click Next.
  5. Choose Feedback for the category.
  6. Hit Send.

 

Your feedback can also be sent by clicking here: Customer Feedback for QuickBooks Online. 

 

I'll add the article on how to customize invoices, estimates, and sales receipts in QuickBooks Online to help you with customizing your sales forms. 

 

To make your task easy and more efficient, you can also email or print your invoices in bulk. For more insights, please review this article: Email or print multiple invoices and sales forms.

 

I'm just one post away if you have more questions about managing your invoices in QuickBooks Online. I'd love to hear more from you in the comment section. Take care.

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