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Join nowHow can I assess finance charges to show on statement to each individual invoice and not just a finance charge for the total balance owed?
Hi, @FMW.
To assess finance charges on each individual invoice and display them on the statement in QuickBooks Desktop (QBDT). Here's how:
3. Under the Select Additional Options section choose Per Customer in Create One Statement option and tick the box for Show invoice item details on statements.
4. Click Preview.
Additionally, if you would like to enable your customers to pay their invoices online, you can utilize the "Send Transactions" feature: Take and process payments in QuickBooks Desktop.
If you have any questions about managing your financial assess or any other concerns related to our product, please leave a message below. I'll be here waiting for you.
Hi it still doesn't show finance charge next to each invoice. It only shows a total finance charge for all unpaid invoices
Thank you for reaching out to the Community. @Joanna books .
I recognized the importance of setting your finance charge next to each invoice in QuickBooks Desktop (QBDT). Let me provide information about this feature.
Currently, the statement only includes unpaid invoices with finance charges. For now, I recommend sending feedback about it. We always consider customer feedback when improving or adding features. This will give us an idea of how we may improve the functionality of QBDT to meet users' needs and enhance the working experience.
Here's how:
For more details about the feedback process, you can check this article: Submit a feedback.
I will also include a helpful article that guide you to send statements to your customers to show them summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Desktop.
Thank you for your patience and understanding as we work to improve your experience with QuickBooks Online. If there's anything else that I can help you with, please do not hesitate to reach out.
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