Invoice Template Supposed to include Balance Forward but DOESN’T (QBO)

Hello there, @cpPOA. I appreciate you for getting back to our Community forum. Let me route you to the right support you need. 

I understand your sentiments and how this challenge affects the operation of your business with QuickBooks. Let's verify that the account summary was properly configured. If it is and the issue continues to persist, the best option for you is to contact our Live Support Team. They have the tools to initiate a screen-sharing session, investigate your account further, and may create a case if necessary. 

To contact support:

1. Sign in to your QuickBooks Online account
2. Select the Help (?) icon at the top right.
3. Enter your concern, then click Let's talk.
4. Choose Contact Us to connect with a live support agent.
5. Select Start a chat with a support expert or Get a callback from the next available expert.

QuickBooks Online also helps you to make invoices that are pleasant and professional by customizing and adding specific information. You may learn more about this process by reading the article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Don't hesitate to reach out to us again if you need further assistance with your invoices in QuickBooks Online. We're available 24/7. Wishing you all the best!

I’ve reached out to Support today as the issue still persists.

I've spent hours on the chat to support only to find they have removed this functionality - it would be nice if large changes like this are communicated to customers in advance.

Like you we use balance forward to highlight to customers any over due amounts...

we can all agree customers rarely read all the information sent to them and this now just adds additional pain to invoicing and getting paid!

Welcome to the Community! I understand the importance of including the balance in your invoices. No worries. I'm here to share a way to send your customer's balance in QuickBooks Online (QBO).

You can use the statement function of the program as a workaround. Follow the steps below to create one.

1. Go to Sales, then choose Customers.
2. Navigate to the customer you want to send their balance.
3. Under the ACTION column, click the dropdown arrow.
4. Select Create statement.
5. In the Statement Type dropdown, choose Balance Forward.
6. Fill in the necessary details.
7. Click Save and send.

Since they removed the functionality, I highly recommend sending direct feedback to our product engineer to add this feature to the program. They handle requests and analyze them for future updates.

To send your request:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Tap Next to submit.

Additionally, you can check this article on managing the payments you receive from your customers: Record invoice payments in QuickBooks Online.

We're always here to help you if you have other concerns with the program. Take care!