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July 1, 2020
Question

Whats the Easy Map field for the full amount and percentage to be shown on a custom progression invoice? <?> And for the remaining balance <?> left after this invoice?

  • July 1, 2020
  • 1 reply
  • 2 views
No text available

1 reply

IamjuViel
Level 8
July 1, 2020

Hello, @phil35.

 

You can enable the Account Summary. It gives your customers a snapshot of their recent transactions. I can walk you through on how to do it.

  1. Go to the Gear Icon ⚙.
  2. Select Custom Form Styles.
  3. Locate the invoice template you want to use.
  4. From the Actions column, click Edit ✎. 
  5. Choose the Content tab.
  6. In the form preview, select the body section and then Edit ✎.
  7. Mark the show on invoice tick box. 
  8. Select Done.

You can use this article for more detailed insights about showing your customers' transaction history on an invoice: Add an account summary to an invoice in QuickBooks Online.

 

Let me know if you have other questions managing your progressive invoice. I'm always here to help.