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How to add the account summary on an invoice template

The Account Summary lets you show your customers new charges, while reminding them that they still have a balance. It is especially useful if you accept retainers or other types of advance payments for your business.

An Account Summary snapshot

The Account Summary gives your customers a quick snapshot of the amount they owe you. It includes:

  • Balance forward: The total amount due from the last invoice.
  • Payment received, Cheque issued, or Other: Information about each payment or accounts receivable or debtors transaction since the last invoice.
  • New charges: The total amount of new charges and credits detailed on the current invoice.
  • Pay this amount: The customer's total balance.

Add the account summary section

Follow these steps to add the Account Summary section on customer invoices:

  1. Select the Gear icon on the Toolbar, then Custom Form Styles under Your Company. If Custom Form Styles is not visible see Import custom form styles for invoices or estimates.
  2. At the upper right, select the New style drop-down, then select Invoice. (Note: If you already have a custom invoice template, select the form from the list.)
  3. Select the Content tab.
  4. Select the middle section of the form preview.
  5. Under the Content tab, select the Show on invoice box under Account summary.
  6. Select Done.

You won't see the Account Summary section on sales forms while filling it out. Instead, you'll see it when you preview, print, or email the form. Also, it appears only if the customer actually has prior account activity to be shown.