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mfrancis1
Level 1
posted
‎June 14, 2023 07:23 AM
last updated ‎June 14, 2023 7:23 AM

OUtstanding Balance

Hello,

How do I add a past balance due to a new invoice in Quickbooks Online? 

For example, You bill a client $100.00 each month and they owe for the past two months.

I want the invoice to show this month $100.00

and the $200.00 previous balance.

Balance due $300.00

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1 Comment 1
DHeraV
Moderator
Moderator
‎June 14, 2023 09:53 AM

OUtstanding Balance

Welcome to the Community, @mfrancis1. I appreciate you raising your query here in the forum.


I recognize how convenient it is to have the past balance due shown in the invoice in QuickBooks Online (QBO). Let me guide you through the steps on how:
 

  1. In your QBO account, go to the Gear icon, then select Custom Form Styles.
  2. Locate the custom invoice that you use, then click on Edit.


     
  3. Go to the Content tab, then click on the Table.


     
  4. Tick the Show on invoice box.


     
  5. Once ready, click on Done.

 

If you wish to customise your sales forms more, you can refer to this article for detailed information: Customise invoices, estimates, and sales receipts in QuickBooks Online.


Moreover, I'll also share this article that can serve as your reference if you want to give a discount to your favorite customer in QuickBooks: Add a discount to an invoice or sales receipt in QuickBooks Online.


Feel free to leave a reply if you have additional QuickBooks-related queries. The Community team always has your back. Have a good one.

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