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Account Summary on an invoice

The Account Summary is a summary of information that can be added to the middle of the invoice. The summary includes:

  1. The total amount due as of the date of the last preceding invoice or charge (assuming it pre-dates the current invoice) and even if there is a credit (negative) balance as of that date.
  2. All payments or credits between that date and the date of the current invoice (not applied to the current invoice).
  3. All payments or credits after the preceding date that have been applied to the current invoice.

To turn on the Account Summary:

  1. Choose the Gear icon on the top right > Custom Form Styles
  2. In the Action column for the form you are using, click Edit.
  3. Choose the Content tab.
  4. Select the pencil icon on the right middle of the preview.
  5. Check the box for Show on invoice.

Note: If the customer has no previous balance, then the Account Summary will not show. Example: Customer's first invoice.

The account summary might seem incorrect on your invoice because it shows only payments made prior to the date/time your invoice was created. Any payments made after the date/timestamp of the invoice will not show up on that invoice's Account Summary.

Invoices created for the same day may not show the Account Summary so for either of these situations you can use the following steps to create and send a Statement that will show all activity.

Send a Statement to the customer using the Balance Forward option.

  1. Go to your Dashboard.
  2. Choose Sales, then Customers at the top.
  3. In the Action column for that customer, select Create Statement under the drop-down arrow.
  4. For Statement Type, select Balance Forward.
  5. Select Statement Date, Start Date and End Date.
  6. Click Preview and send or Apply to generate the statement.
  7. From here, you can Print, Preview or Send your statement.

In order to show all the details on the statement:

  1. Click the Gear icon on the top right > Account and Settings.
  2. Select Sales on the left.
  3. Under Statements, click the edit (pencil) icon.
  4. Select List each transaction including all detail lines.
  5. Click Save.

To remove the account summary from the invoice:

  1. Click the Gear icon at the top right > Custom Form Styles.
  2. In the Action column for the form you are using, click Edit.
  3. Click the Content tab and then select the Pencil icon on the right middle of the preview.
  4. Uncheck the box for Show on invoice.

Note: Turning off the account summary loses all past amounts due.

Additional Notes: 

  • Account Summary will not show on the printed invoice if all other "open" transactions occur on the same exact date. This holds true even if the Template has the Account Summary option checked.
  • Account Summary only shows transactions created within the last 365 days, if there are transactions that need to be included older than 365 days, please use a Statement.
  • If you are using an imported invoice style, you will not see the option to check the Account Summary box when editing that form - to turn on Account Summary on a custom imported style, turn it on in the Master/Standard and it will flow over.