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GarethCroryDesign
Level 1

FEATURE REQUEST - Running total of invoices completed with currently selected client

 
"Note: You already have an invoice with this number."
 
This is a helpful reminder to continue a running total of invoices, but I have running totals with each client individually, I think if there was an option to use a running total for the inputted client, instead of global totals it would be really helpful. 
 
Thanks,
1 REPLY 1
AlexV
QuickBooks Team

FEATURE REQUEST - Running total of invoices completed with currently selected client

Hi GarethCroryDesign!

 

Our product team is continuously looking for more ways on how to make QuickBooks Self-Employed meet your needs. I understand that you need to add an option to run an invoice balance per client and I can see how beneficial this would be. I suggest sending feedback about this so that our engineers will know that you need this feature.

  1. Click the Assistant button and type in Feedback.
  2. Tap Add a feature and explain the feature that you'd like to be added.

In the meantime, you can follow these steps on how to run an invoice balance report.

  1. Go to the Invoices tab. From the Status drop-down, select Paid.
  2. Click the Export button. There should be a downloaded Excel file.
  3. Open it to customize and filter the data per client.

Once done, you should be able to see the completed and paid invoices. You'll want to do the same process but change the Status depending on your needs.

 

Please feel free to read these handy articles for your reference. These will show you the detailed steps on how to export data from QuickBooks Self-Employed:

 

We'll be right here if you need more assistance with this. Take care always!

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