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Pro+, moving to Enterprise soon
I wanted to create an email template to be able to send to members (customers) when they make a payment but leave an older invoice still unpaid. My plan was to send an email something like "Thank you for your recent payment, but there still remains and older balance on your account. I have attached a copy of your account after your recent payment has been applied. If you have any questions, please contact us. If not, we would appreciate a payment at your earliest convenience." Unfortunately, I didn't see an option that would allow for a field to reflect the recent payment and the open balance on the account. If I missed something or misunderstood something, please let me know. I'm open for suggestions for similar approaches on payment responses.
Thanks in advance.
I appreciate you posting here in the forum, Deadwood Al.
Let me share information about customizing invoice templates in QuickBooks Desktop.
Indeed, displaying payment and balance total when sending invoices is beneficial for efficient business communication. However, this field is currently unavailable when customizing the email template, in which you can only add the Transaction Total.
In the meantime, you can create and send estimates to show customers how much they owe on each invoice. This usually displays a summary of your customer's account, listing recent invoices, credit memos, and payments received.
Here's how:
On the other hand, you can also add the payment received and balance directly to the invoice and use this template when creating and sending the sales form. Here's how:
In addition, I recommend sending feedback to our product development team. Your suggestions might be considered and incorporated into future product updates to ensure they meet different business needs.
Moreover, consider reviewing this material for guidance whenever you encounter common issues when personalizing the different forms: Fix common issues when you use and customize templates.
Furthermore, I'm leaving this article here to help you track customer transactions in various ways: Get started with customer transaction workflows in QuickBooks Desktop.
Keep us posted in the Community if you have additional questions when customizing invoices or other related concerns in QuickBooks Desktop. We can always lend a hand.
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