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March 13, 2021
Question

My invoices are being sent without outstanding balances. How do I correct this?

  • March 13, 2021
  • 1 reply
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1 reply

Rebecca R
March 15, 2021

Hi there kennethhill,

 

Welcome to the QuickBooks Community! Sending Invoices to your customers directly through QuickBooks Online is a great way to streamline the process of receiving payment for the work you've done or products you've sold. It's important that you're able to keep your customers up-to-date on their overdue invoices and outstanding balances as well, and I can see how sending that as part of the same transaction would be helpful. Let me give you a hand.

 

While you won't be able to include outstanding balances as a part of new invoices, what you might consider doing is sending along a customer Statement in addition to the new invoice you're sending. Statements act as reminders about upcoming or even passed deadlines and outlines what your customer has paid you and what they still owe. To Create and send customer statements in QuickBooks Online please follow the steps below:
 

  1. Navigate to the Sales menu from the left and choose the Customers tab.
  2. Check off the boxes for all the customers you'd like to send a statement to. If there's only one customer you can use the dropdown in the Action column to choose to Create statement.
  3. Choose Create statements from the Batch actions dropdown.
  4. Select between a Balance ForwardOpen Item, or Transaction Statement from the Statement Type dropdown.
  5. Choose the dates for the statements and the date range.
  6. Ensure that you have the customer's most up-to-date email address on file.
  7. Choose to SaveSave and closeSave and send, or Print or Preview the statement once complete.

 

The article I've linked above also includes more detail and can assist you with viewing the statements you've already created as well as customizing statements. You may also consider adding the customer's outstanding balance to the Message field on the new Invoices you create, or including an Attachment outlining what they still owe. Creating a Statement is sure to be the most effective way to do this though, so I hope you'll test it out.

Let me know if you need more help with this and I'm happy to oblige. Have a great week!