Is there a way we can linked an invoice with another invoice. Like let say you have one invoice for a customer to pay you a set amount at the end of each month and you happen to do more for the customer and you want to add It to that total or give them a credit for the jobs, but with out messing up the first invoice. So I need to link one invoice to another. Sorry for any confusion and thank you in advance for the help.
Great question! I can share some information about linking multiple invoices in QuickBooks Online.
Being able to do this would be helpful to keep track of your income the easier way. However, this feature is currently unavailable in our program. As a workaround, you have the option to create statements in QBO to send the current customer's balance alongside with their transactions. To do that:
Click the Plus icon and choose Statement.
On the Create Statements window, choose Balance Forward for the Statement Type.
In the Customer BalanceStatus, choose Open.
Update the Statement Date, Start Date, and End Date.
Mark the customer you want to create the statements for.
I've got some good news for you! While @Jen_D's answer is considerable, I've found a much easier option that will help you keep track of your customer's balance in newly created invoices. Let me share more details and get you started.
Click Custom Form Styles.
Choose the invoice template and then click Edit.
Click the Content tab. Then, click the middle Pencil icon of the invoice.
Under Account summary, put a mark next to Show on invoice.
The Account Summary will now appear on invoices with a previous balance. But won't appear if customer's don't have previous balance.