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mkohler01
March 21, 2020
Question

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

  • March 21, 2020
  • 3 replies
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Original commenter did not share additional details

    3 replies

    AlcaeusF
    AlcaeusF
    March 21, 2020

    Thanks for posting in the Community, @mkohler01.

     

    The Summarized details may be selected in the template, which is why it is only showing a summarized version of the invoice. If that's the case, let's change it to Full details to see the subtotal and other necessary information.

     

    Here's how:

     

    1. In QuickBooks Online (QBO), go to the Gear icon at the top right to get to the Custom Form Styles. 
    2. Locate the invoice template you're using, then click Edit under Action column. 
    3. Proceed to the Emails tab, and select Full details. Ensure that the PDF Attached box is checked.
    4. Hit Done to save. 

     

    After that, try to send a test invoice to yourself to double-check.

     

    Just in case, I'll add this article for future reference: Customize your invoice emails.

     

    Please let me know if you have any other issues or concerns by leaving a comment in this thread. I'm more than willing to help. Have a wonderful weekend!

    P
    PJBooks
    May 4, 2020

    WRONG.  Try again.  Did you even look at an invoice?  You do have QBO, right?

    DivinaMercy_N
    DivinaMercy_N
    May 4, 2020

    Thank you for providing details about your concern, @PJBooks.

     

    To see the total of the items on the customer's invoice, just click the Add subtotal button. Subtotal will tell the total amount of the customer's invoice even there is a payment received. I've attached a screenshot below for reference. 

     

    If in case you want to customize your invoice, you can refer to this article link: Customize invoice in QuickBooks Online.

     

    Feel free to leave a comment below if you have further concerns. I'm always here to help. Have a good one!

    P
    PJBooks
    May 4, 2020

    You are correct mkohler01.  If there were any accountants helping answer these questions, they might understand what you are talking about.  HEY FRITZ!  Pay attention:  "INVOICES ARE NOT SHOWING TOTALS" = - comprende?  You can have 10 line items, they add up to $567.95, and maybe the customer paid a partial of $100.  All the invoice says is "Balance due $467.95".  No mention of what the actual total sold is OR the payment.  Why don't you question answerers run tests before you answer questions you don't know the answers to and stop wasting our time.  Do I sound angry?  It's because I've spent the last 4 hours in chat about this.  FEEDBACK DOES NOT WORK.  THIS IS A PROGRAM FLAW, NOT AN INCONVENIENCE.  LEFT ALIGNED NUMBER COLUMNS ARE A PROGRAM FLAW - Not "Inconveniences".  What will it take to get them to listen, mkohler?  I'm in shock and awe wondering why every single user isn't complaining.

      C
      cgusman
      March 16, 2023

      I'm having the same issue. I work with a warranty company and they want to see the total, paid amount, and balance owed. When I review the invoice template I see the break out of total, paid amount, and balance owed. When I print preview the invoice only shows payment and balance due. Why does the invoice not match the template I created? How can this be fixed? I also made sure I was using the correct invoice template that had the breakout.

      Adrian_A
      Adrian_A
      March 16, 2023

      I appreciate you for posting on this thread, cgusman.

       

      Thank you for ensuring that you've selected the correct form template.

       

      Let's double-check the selected form style on an incognito window. You may be experiencing some browser-related issues. You can use these keyboard keys to open one:

       

      • For Google Chrome browser: Ctrl + Shift + N
      • For Mozilla Firefox browser: Ctrl + Shift + P
      • For Safari browser: Command + Option + P

       

      If it works, you can go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The collection of data over time can create corruption; however, removing this should fix the issue. You can also use other supported, up-to-date browsers to rule out the possibility of a browser-related issue.

       

      If you want to add a logo to the sales form, you can check these references:

       

       

      Keep me posted if you still have other concerns. I'll be around to guide you with

      N
      Nahida
      March 27, 2023

      ITS BEEN THREE YEARS SINCE THIS DISCUSSION AND IT IS STILL NOT FIXED! 

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