I have a customer with an outstanding balance and I would like to add that to the new invoice she will receive on Monday. How do I do that?

Hi there elkhornmbdaycare,

Ensuring that you get paid for the products and services you sell your customer is crucial, and in order to do that, it's sometimes important to send your customers reminders of what they still owe. Let me go over how you can do this in QuickBooks Online.

While there isn't a way to add a line for an outstanding balance on a new Invoice you're creating, you're welcome to delete the previous Invoice and add the total to the new Invoice. This isn't an ideal solution though, so what I recommend is to Create and send a customer statement.

A Customer Statement is a gentle but detailed reminder to your customer about upcoming or missed deadlines. There are three types: Balance Forward, Open Item, and Transaction Statements. A Balance Forward statement lists the invoices and payments with outstanding balances for a specific date range. An Open Item statement lists the open and unpaid invoices from the last year. A Transaction Statement lists all of your customer transactions for a specific date range.

Here's how to create a Customer Statement:

1. Navigate to the Sales menu and choose the Customers tab.
2. Choose the checkboxes for the customers you need to send statements to.
3. Use the Batch Actions dropdown to choose Create Statements.
4. use the Statement Type dropdown to choose the type.
5. Choose the Statement Date as well as Start and End Date. 
6. Review the customer's email address to ensure it's correct.
7. Choose to Save, Save and close, Save and send, or Print or Preview. the statement once ready.

When you are ready to send the new Invoice to your customer, you can send along a statement at the same time so they can see what they owe you and for what. If you'd like, you can use the Message field on the Invoice form to let them know their total outstanding balance including what they owe for the Invoice you're sending out.

If you need some more help with this, please reach out. I'm happy to give you a hand. Have a great week!