The functionality to automatically show the previous outstanding balances to new invoices is unavailable, Sinansalih11. I will share more details and workarounds below.
Adding a line item for the outstanding balance into the new invoice will be recognized as additional income and categorized under receivables. It is important to note that the existing balance has already been documented and accounted for in the records. Therefore, replicating its inclusion is not possible, as it would result in duplicate entries.
You can consider adding the details and the total balance in the Note to Customer field to alert the customer. Here's how:
- In the invoice in question, locate the Note to Customer field.
- Add the said information.
- Select Save and send after.
Alternatively, you can download recent and past invoices and use an external email system. By doing so, you can attach the invoices to your email and display the total outstanding balance within the body of the message.
Moreover, refer to this resource for information on managing customer payments within the program:
Record invoice payments in QuickBooks. It covers full and partial payments, editing or deleting payments, handling overpayments treated as tips, and processing credits.
By tracking their balances, customers can ensure they make payments on time, avoiding unnecessary late fees. If there's anything else you need to know about handling sales transactions, kindly reply below for prompt assistance.
