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:
- Head to the Customers menu and choose Create Statements.
- Select the appropriate account, then check the statement date.
- Determine the date period of the transactions and pick the customers you want to print statements for.
- Choose Additional options and either Print or Email the statements to your customer.
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:
- Click on the Lists menu, then Templates.
- Choose the type of form you'd like to customize.
- Select the Formatting tab, then Manage Templates.
- Pick the template and choose Copy to create a new one or OK to personalize the template.
- Click the Additional Customization tab and go to Footer.
- Check the box for Payments/Credits, Balance Due, and Customer Total Balance under Print.
- Select OK to save the changes.
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.
