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Active Member

Account Summary on Invoice in QB Desktop

I have several clients that get confused with just a Total Account Balance on their invoice and really need an account summary. Does QB Desktop have the ability to produce invoices with the account summary included (like you can in QB online)? 

4 Comments
QuickBooks Team

Re: Account Summary on Invoice in QB Desktop

Hi there, @RSBS,

 

The option to show short or full summary details on your sales form is only available in QuickBooks Online.

 

As another workaround, you can create customer statement and email it from there. This way, your client will the complete account summary. 

 

Let me show you how:

  1. Go to the Customers menu.
  2. Select Create Statements.
  3. Select Statement Options and Customers.
    createstatement.PNG
  4. Click Preview to see the overview of the statement.
  5. Click E-mail when you're ready to sent it to your client.

If you need to enter charges directly into the customer's register, check this out for the detailed steps: Create Statement Charges. This allows you to bill client on a monthly basis.

 

Let me know if there's anything else you need with your invoices and I'll get back to you.

Established Community Backer ***

Re: Account Summary on Invoice in QB Desktop

I'm confused

each invoice you send the client should have line items which reflect the actions you did for them or the things you sold them

 

If that is true, then look into a customer statement to summarize all invoices and payments received

Active Member

Re: Account Summary on Invoice in QB Desktop

What you said is correct, but on QB Online you can have an account summary (the most recent payments received and unpaid invoices listed in a summary box on the current invoice. There were many things about QB Online that I didn't like, but this is one item I did like and was hoping that I might be able re-create it in QB Desktop.
 
Is there any way to import that information to the bottom of an invoice? 
 
Thank you.

 

Active Member

Re: Account Summary on Invoice in QB Desktop

Thank you for letting me know. I hope the option to do this will eventually be added to the Desktop version.