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?
Hello there, @Arzini.
To be able to add the past due amount to your current invoices, you can simply follow these steps:
I've added these screenshots for additional reference.
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!
You may want to create an item for the penalty charges, Arzini.
Once the customer have overdue, create an invoice for the penalty.
We have our doors open, so please visit us again if you have other questions.
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.
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.
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:
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:
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!