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EcoPool Plus
January 4, 2023
Question

Quickbooks Online Invoicing - Include Past Due Invoices

  • January 4, 2023
  • 1 reply
  • 0 views

The issue that I am having is that when a customer has an open balance and a new invoice is issued that the only thing that they pay is the new invoice. I have went through and checked a dozen times to make sure to include unbilled activity. I have also made sure 3 times this evening to make sure that the invoice was setup correctly and have "Account Summary" turned on for invoices. 

 

Why when there is a past due bill that its not getting shown for the customer when they go to pay their current bill online?

1 reply

Adrian_A
Adrian_A
January 5, 2023

Hello there, EcoPool Plus.

 

I'm here to share more information about recording invoices.

 

When you send invoices, you're unable to include the past one. However, you can create a reminder to inform your customer of their unpaid invoices. Here's how to add one:

 

  1. From the Gear icon, select Account and settings.
  2. Go to the Sales tab.
  3. Click the Reminders section.
  4. Turn on Automatic invoice reminders.
  5. Enter the necessary information in the Set up invoice reminder emails section.
  6. Click Save and then Done.

 

If you're unable to collect the payments, you can record a bad debt as a deduction. Here's an article as your guide: Write off bad debt.

 

I'm just a post-away if you need help creating bad debt.

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