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arkvalleyinfo
October 16, 2018
Solved

Quickbook just changed! How do I add a past balance to a current invoice? The option to "Show past due" disappeared!

  • October 16, 2018
  • 2 replies
  • 0 views
Quickbooks online recently updated as of 12/1/16. Now, there is no box to check: show aging summary. So my customers who have a past due balance now...it's not showing that. Only showing this month's current total.
Best answer by JessT

Hi kb416,

If you're referring to the Account Summary feature, it's still there. I'll provide a screenshot so you can easily find it.

Here's how to turn the feature on: 

  1. Click the Gear icon.
  2. Choose Custom Form Styles.
  3. Click Edit to open the template.
  4. Click the Content tab.
  5. Click the Content area on the right pane.
  6. Put a check mark in the Show on invoice field.
  7. Click Save and Exit.

If you're referring to something else, please let me know.

Have a good day!

2 replies

JessT
JessTAnswer
October 16, 2018

Hi kb416,

If you're referring to the Account Summary feature, it's still there. I'll provide a screenshot so you can easily find it.

Here's how to turn the feature on: 

  1. Click the Gear icon.
  2. Choose Custom Form Styles.
  3. Click Edit to open the template.
  4. Click the Content tab.
  5. Click the Content area on the right pane.
  6. Put a check mark in the Show on invoice field.
  7. Click Save and Exit.

If you're referring to something else, please let me know.

Have a good day!

    A
    arkvalleyinfoAuthor
    October 16, 2018
    YOU ARE AMAZING!!!! Thank you so much!!!
    S
    SarahannC
    January 4, 2023

    Hello there, rjstephan.

     

    I'll show you how we can apply the account summary in a recurring invoice.

     

    First, we'll need to create a template that displays the total account balance. Here's how:

     

    1. Go to the Gear icon.
    2. Select Custom form styles. 
    3. Click the New style drop-down arrow and select Invoice.
    4. In the Content tab, select the bottom part of the page.
    5. Tick the Show on invoice box. 
    6. Hit Done to reflect the changes.

     

    Note: We're unable to apply the form style within the Recurring template. 

     

    What we can do is apply the template you created when utilizing the recurring invoice.

     

    1. Still, go to the Gear icon.
    2. Select Recurring transactions.
    3. Click the drop-down arrow under the Action column and choose Use.
    4. Click Customize at the bottom and select the appropriate form style with the account summary.

       If you've already used or created an invoice using the recurring invoice template, we can open it so you can edit.
    5. Hit Save to reflect the changes.

     

     Once done, we can create a statement to get all the balance details. For further guidance, we can check this article: Create and send customer statements.

     

    In addition to that, we can refer to these links for more tips and details about account summary and modifying template:

     

     

    Please let me know if you have more concerns about recurring transactions and customer statements. I'm always here to help you anytime. Take care and have a good one.

    C
    christee5
    January 4, 2023

    this doesnt seem to fit enterprise 2023 edition-i have no idea where this gear icon is

    Angelyn_T
    Angelyn_T
    January 4, 2023

    I appreciate you joining the thread, Christee. I want you to know that the solution provided above relates to QuickBooks Online (QBO) users. I'll show you how to include your customer's outstanding balance in QuickBooks Desktop (QBDT).

     

    You can add the past due amount to your current invoices in QBDT by following these steps:

     

    1. Open your company file.
    2. Go to the Lists menu, then Templates.
    3. Look for the invoice template, then select Edit Template.
    4. Tap on Additional Customization from the Basic Customization window.
    5. Mark the box beside Customer Total Balance and/or Job Total Balance.
    6. Hit OK to save the changes.

     

    Here's an article you can open that'll give you detailed instructions about modifying form styles in QBDT: Use and customize form templates.

      

    After that, try to record a new invoice to see the result. I'm adding this article as your guide: Create an invoice in QuickBooks Desktop. Also, learn more about the different ways in tracking customer transactions from this link: Get started with customer transaction workflows in QuickBooks Desktop.

     

    Let me know in the comment section below if you have other QuickBooks questions. I'm always here to help. Have a good one!

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