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Arzini
Level 3

How to show on current invoice the previous unpaid invoices or outstanding balances?

We bill our tenants monthly for association dues. On our old software, we recur the invoices and only add the outstanding unpaid balances on every billing/invoice. After printing and sending them to the tenants, we delete the outstanding balances we put in order to leave the current bill. How do you do this in QB in a way that when I put the outstanding, it doesn't add more amount but only shows the unpaid previous billing?

10 REPLIES 10
Angelyn_T
QuickBooks Team

How to show on current invoice the previous unpaid invoices or outstanding balances?

Hello there, @Arzini.

 

To be able to add the past due amount to your current invoices, you can simply follow these steps:

 

  1. Open your QBDT.
  2. Click on Customers at the top menu bar.
  3. Select Create invoices.
  4. On the Invoice page, click on Formatting.
  5. Select Customize Data Layout.
  6. Go to the Footer column then check on the box under Print for Customer Total Balance or Job Total Balance.
  7. Click on OK to save the changes.

I've added these screenshots for additional reference.

m12 1.PNG

m12 2.PNG

m12 3.PNG

To learn more about using and customizing form templates, you can read this article: Use and customize form templates.

 

I'm also adding this article as a future reference in case you'll encounter issues when using and customizing templates: Troubleshoot common issues when using and customizing templates.

 

Keep posted if you have any other questions. I'll always be here to help!

Arzini
Level 3

How to show on current invoice the previous unpaid invoices or outstanding balances?

Thank you for the response. I would also like to add 3% compounding penalty to every past due invoice.

Anonymous
Not applicable

How to show on current invoice the previous unpaid invoices or outstanding balances?

You may want to create an item for the penalty charges, Arzini.


Here’s how:

  1. Go to List at the top. 
  2. Select Item List. 
  3. Click the arrow next to Item at the bottom and choose New. 
  4. Select Other Charge for Type. 
  5. Enter your desired item name, percentage amount and account. 
  6. Click Ok.  

1.PNG

Once the customer have overdue, create an invoice for the penalty. 

  1. Go to Customers at the top and select Create Invoice. 
  2. Enter the Item you’ve create for the penalty. 
  3. Enter the 3% penalty amount and the description. 
  4. Click Save and close. 

 

We have our doors open, so please visit us again if you have other questions.

Arzini
Level 3

How to show on current invoice the previous unpaid invoices or outstanding balances?

We show our past due invoices on the current invoice by adding a lane for each past due invoice. Is there a way to do this?

John C
QuickBooks Team

How to show on current invoice the previous unpaid invoices or outstanding balances?

Hi Arzini

 

Please refer to the previous posts, you can add the account summary, the brought forward balance will then be shown on the invoice when you send it to the customer, it will not be shown on the invoice shown on the screen, you will be able to view this by selecting print or preview within the invoice.

You should not add the brought forward amounts as additional lines on the most recent invoice.

Arzini
Level 3

How to show on current invoice the previous unpaid invoices or outstanding balances?

Thank you for the response! How do I make an account summary to carry forward on the current invoice? Kindly excuse me, I am not yet used to this advanced program.

Anonymous
Not applicable

How to show on current invoice the previous unpaid invoices or outstanding balances?

Thanks for getting back in the thread, @Arzini.

 

I can help add some details about the account summary. 

 

This is the job total balance on your invoice data layout as shown on the screenshots provided. To make an account summary to carry forward on the current invoice, just follow the steps provided by my colleague @Angelyn_T.

 

If you have additional questions about the customization, do let me know. I want to help however I can. 

Arzini
Level 3

How to show on current invoice the previous unpaid invoices or outstanding balances?

How do you add a penalty that is compounding monthly?

sh0416
Level 1

How to show on current invoice the previous unpaid invoices or outstanding balances?

is there a way to do this with the QBO version?

Adrian_A
Moderator

How to show on current invoice the previous unpaid invoices or outstanding balances?

Hi there, sh0416.

 

I'll take it as you want to reflect your customer's outstanding balance on the invoice on your QuickBooks Online account. Let me guide you how:

 

  1. From the Gear icon, select Custom form styles.
  2. Locate the invoice template.
  3. Under ACTION, click Edit.
  4. Go to the Content tab and then click the body (center) section.
  5. Under Account summary, tick the Show on invoice field.
  6. Click Done.

 

 

 

 

 

If you want to create a penalty on the invoice, we'll have to add a penalty item and then add it on the invoice. Here's how:

 

  1. From the + New button, select Invoice.
  2. Enter the Customer name.
  3. Add the penalty item.
  4. Enter the amount.
  5. Click Save and close.

 

If you mean something else, please let me know. I'll be happy to help you out.

 

I've also added this reference for more information about VAT codes and rates: Set up and edit VAT settings, VAT codes, and VAT rates.

 

I'm just a post-away if there's anything that I can help. Keep safe!

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