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xenaranda
Level 2

How to see only the amount due for that invoice sent in QuickBooks Online?

How do I see only the amount due for that invoice sent in QuickBooks Online? not including the Total Amount due.. Another is, 

 

When I look at Quickbooks, I can click on the "Receive Payment" button for an invoice. It shows me the invoice I clicked on and also any other outstanding invoices that the customer has. Is there a way to let the customer see that information when they click the Review & Pay Now button?

Solved
Best answer March 25, 2021

Best Answers
SashaMC
Moderator

How to see only the amount due for that invoice sent in QuickBooks Online?

Thank you for reaching back out to us, xenaranda. I will be happy to help! There is an option to hide the balance forward and only show the invoice amount by editing your Custom Form Style. My colleague before mentioned these steps, but we will be making a slight change to the fourth step. Instead of marking the Show on invoice box, this should be unchecked. Here's a fresher how to do so:

  1. Select the Gear icon and choose Custom Form Styles.
  2. Locate the default invoice and select Edit.
  3. Go to the Content tab and select the middle section of the template.
  4. Uncheck the Show on invoice box to add the Account summary to your customer's invoice.
  5. Hit Done, once completed.

Please let me know how this works out! If you have any questions, my team and I will be here to assist you! Take care and be safe. 

 

View solution in original post

8 Comments
AlexV
QuickBooks Team

How to see only the amount due for that invoice sent in QuickBooks Online?

Hi xenaranda!

 

I'm here to help you in receiving customer payments.

 

For the first question, it seems that you're referring to the total amount due of each invoice. If so, we can pull up the Open Invoices report that you can search on the Reports tab. This shows the unpaid invoices and statement charges, with totals for each customer. The Open balance column is where you can see the amount due for each invoice.

 

In regards to the second question, we can add the account summary to the invoice so your clients will be able to see the total outstanding balance. You can follow these steps:

  1. Go to the Gear icon and select Custom form styles.
  2. Find the invoice you're using and click Edit or click New Style and select New to create a new one.
  3. From the Content tab, tap the body section or middle part of the preview. From the Account summary section, check the Show on invoice box.
  4.  Click Done to save it.

For your reference, here's how to customize sales forms and reports in QuickBooks Online to make them more presentable.

 

Need more help? Just leave a reply below and we'll respond as soon as we can.

 

xenaranda
Level 2

How to see only the amount due for that invoice sent in QuickBooks Online?

What I mean is the template on the email.. like this how can I not see this one the total amount due? i just wanted to see the total for the invoice only.Capture.JPG

AlcaeusF
Moderator

How to see only the amount due for that invoice sent in QuickBooks Online?

Hi @xenaranda,

 

We want to help you with your questions about the invoice. However, we need more information about it to provide the right resolution and to get this sorted out promptly.

 

Can you share with me the amount due for that specific invoice? If you can send detailed screenshots of the customer's transaction list including the details of the specific invoice you're trying to send, It would help us provide a timely solution on this.

 

In the meantime, you can check the following articles for some links about adding and categorizing payments, as well as how to view invoices that are due on a specific date range in QuickBooks:

 

Please know that you're always welcome to post any questions you have in this space related to the invoices. Have a great day ahead. 

xenaranda
Level 2

How to see only the amount due for that invoice sent in QuickBooks Online?

You can see that I have a $499.00 invoice here:

1.JPG

 

But when I send this invoice this is what I see is this, the Total amount Due of $2,903.00. This is quite confusing to my customers.  It's confusing because if they click to pay, they can only pay $499.  It's not showing what else is due. Is there a way I cannot see the TOTAL amount Due $2,903

2.JPG

 

 

Mich_S
QuickBooks Team

How to see only the amount due for that invoice sent in QuickBooks Online?

Hello there,@xenaranda.

 

Welcome to the Community. I'll help you with your concern about the invoice.

 

If you create and send an invoice, the balance due on the email and on the preview page should always match. Since different amounts are showing, I suggest deleting, and recreating the invoice. Then resend it to the customer. This way, we can isolate if the issue has something to do with that invoice only. 

 

First, let me show you how to delete the $499 invoice:

  1. From the left pane, select Sales. Then select Invoices.
  2. Locate the transaction, then select Delete from the drop-down.
  3. Click on Yes.

Then, let's recreate and resend the invoice:

  1. Select + New. Then select Invoice.
  2. From the Customer drop-down, select a customer.
  3. Choose an Invoice date.
  4. Fill out the Product/Service column. Select +Add new to create a new product or service right from the invoice.
  5. Fill out all necessary information.
  6. Select the Tax checkbox, if applicable.
  7. Click on the Save and send button.

You can review this article: Create invoices in QuickBooks Online. You can maximize steps 2, 3, and 4 if you want to manage invoices.

 

Please let me know if I can be of any additional help. Stay safe and have a great rest of the week!

xenaranda
Level 2

How to see only the amount due for that invoice sent in QuickBooks Online?

Not working. The total amount due is the total balance due of that particular customer. How can I only show the amount on the invoice $499.00

SashaMC
Moderator

How to see only the amount due for that invoice sent in QuickBooks Online?

Thank you for reaching back out to us, xenaranda. I will be happy to help! There is an option to hide the balance forward and only show the invoice amount by editing your Custom Form Style. My colleague before mentioned these steps, but we will be making a slight change to the fourth step. Instead of marking the Show on invoice box, this should be unchecked. Here's a fresher how to do so:

  1. Select the Gear icon and choose Custom Form Styles.
  2. Locate the default invoice and select Edit.
  3. Go to the Content tab and select the middle section of the template.
  4. Uncheck the Show on invoice box to add the Account summary to your customer's invoice.
  5. Hit Done, once completed.

Please let me know how this works out! If you have any questions, my team and I will be here to assist you! Take care and be safe. 

 

View solution in original post

xenaranda
Level 2

How to see only the amount due for that invoice sent in QuickBooks Online?

Thank you so much! This is exactly what I need to see.

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