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November 18, 2023
Question

How can I make my invoice show previous payments? It used to do this, but even though it shows linked transactions, it does not show any payments on a new invoice.

  • November 18, 2023
  • 1 reply
  • 0 views
Even though my customer has made payments for almost half of the estimate total, when I create a new invoice it shows they have the entire original amount to pay rather than the half that is owed.

1 reply

Rubielyn_J
November 18, 2023

Hi there, @info-iconpaintin.

 

I understand the importance of having accurate and transparent invoices for both you and your customers,.

 

This is a valuable consideration, and I'm here to discuss how we can address this to enhance our service. While it's currently unavailable in QuickBooks Online, we're actively looking into ways to implement such a feature in the future.

 

To ensure it receives attention from our product engineers, I suggest using the feedback option, enabling us to enhance the program's features accordingly.

 

Here's how:

 

  1. Navigate to the Gear icon at the top.
  2. Click Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

In the interim, let's generate an invoice from the estimate, incorporating the outstanding balance, and then close the estimate manually.

 

Furthermore, I have provided a resource that allows you to customize the appearance of your sales forms according to your preferences: Customize invoices, estimates, and sales receipts in QuickBooks Online. This article also ensures that it presents the necessary details in a manner that suits your requirements. 

 

If you have any further thoughts or queries about handling your invoices, please don't hesitate to reach out. We're here to listen and collaborate with you to enhance your experience with us.