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anneversteeg342
January 15, 2022
Question

QBO Plus Standard Invoice form will show Subtotal, HST, Total, Payment field - Balance Due. I am using custom form and cannot get a Payment field. How can I do this?

  • January 15, 2022
  • 1 reply
  • 0 views
This is what happens on my custom field SUBTOTAL 1,850.00 HST (ON) @ 13% 253.50 TOTAL 2,103.50 TOTAL DUE $1,052.50 This is what the standard invoice does: SUBTOTAL 1,850.00 HST (ON) @ 13% 253.50 TOTAL 2,103.50 PAYMENT 1,051.00 BALANCE DUE $1,052.50

1 reply

Angelyn_T
Angelyn_T
January 16, 2022

Hi there, @anneversteeg342. I can share with you some insights about recording invoices in QuickBooks Online (QBO) using the standard template.

 

Once you've added the account summary or the total amount and balance due to your invoices from your Custom Form Styles, the Subtotal, tax amount (GST/HST), Total, Total of new charges, and Balance Due will be added to your transaction. The payment amount will only show up when a payment is applied to the existing invoice.

 

I'm adding these screenshots for your visual references.

 

For additional resources, while customizing your form templates in QBO, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, you can get more tips while working with your invoices and other customer entries from here: Topics about your company's income and customers.

 

if you have any other questions about your invoice entries, let me know by adding a comment below. I'm more than happy to help. Have a good one!

A
anneversteeg342Author
January 16, 2022

Thank you @Angelyn_T especially for the visual images.  I have looked at your references and understand the Standard Invoice.  I have created an invoice as per the instructions, but the payment field does not show (when I do it in the standard invoice it does).  How can I get the payment to show?  I added a pdf of the created invoice.

 

T
Trish_T
January 17, 2022

Hi anneversteeg342,

 

Thanks for reaching back out here.  QuickBooks Online is a versatile program that enables you to reach your bookkeeping goals seamlessly.  I'll be happy to share more information so you're on the right track!

 

Once you've created the invoice for your customer, you'll hit 'Receive Payment' to record either a partial or full payment toward the invoice.  Once you've recorded the amount, you'll see the Amount received and the remaining Balance due for the associated invoice.

 

Here's a helpful article for your reference, to assist with recording invoice payments in QuickBooks Online.

 

Please feel free to reach back out if you have any other questions.  We'd be glad to assist!

 

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