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slovtex-btintern
May 21, 2024
Question

When i send out a invoice on email can it also say that leaving a balance of so and so

  • May 21, 2024
  • 1 reply
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when i send out a invoice on email can it also say that leaving a balance of so and so

1 reply

A
ArielI
May 21, 2024
Hello, Slovtex.
 
You can easily adjust the invoice template to include the balance. By enabling the account summary option, the Total Amount Due & Balance Due section of the invoice will display the total account balance on both PDF and email. I'm here to help you how:
 
  1. Go to the Gear icon and select Custom form styles.
  2. Find the invoice template you use, then select Edit from the Action dropdown menu.
  3. In the form preview, select the Table section.
  4. Under the Account summary, tick the Show on invoice checkbox.
  5. Select Done.

 

Moreover, you can refer to this article for more detailed information: Add an account summary to an invoice in QuickBooks Online.
 
In addition, you can also check out this article on how to customise invoices, estimates, and sales receipts in QuickBooks Online for more information. If there's anything else that I can help you with aside from working with your invoice, please let me know by leaving a comment below.
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