Showing results for 
Search instead for 
Did you mean: 
Frequent Explorer **


We are a construction company that uses a contracts based sales system. Customers sign contracts for 10 to 50k. We typically receive several payments against the full bill. Right now we are creating a single invoice for the contract amount, and putting in a "Negative Deferral" when we want to send an email based bill to the customer showing the net amount due, and let them pay via ach or CC. Then, after the payment is received, we remove that temporary deferral, awaiting the next benchmark when we have to bill the customer again. Then we do the same process again until the customer is paid in full. We then remove the last deferral after the last payment is received and the customer accounting is done.
We don’t really like the "Deferral Method", but I don’t really want to create more than one invoice for a contract.
QuickBooks Team

Re: invoicing

I appreciate the complete details you've provided, @rstran.


You can create a single invoice and post partial payments so the remaining balance will be opened as unpaid. You can also turn on the Account summary so when you send the latest invoice to your clients/customer it will total all open balances.

Then customer can pay any amount when they pay through ACH/Online Payments.


Feel free to click the Reply button if you have other questions. I'm always here to help.

Frequent Explorer **

Re: invoicing

I turned on the account summary in the custom invoice but it is not showing up on the email or printed invoices. I attached a sample. Maybe there's another option I need to set?


QuickBooks Team

Re: invoicing

You could be using a different template, rstran.


Please open your invoice transaction and click Customize to see if the correct template was selected. If not, select the right one, and try sending the invoice to your email to test it.



By the way, you're creating a single invoice for a particular contract. Do they have a balance previously, or this is their first invoice ever?


Please feel free to continue posting on this thread if you have additional questions.

Frequent Explorer **

Re: invoicing

I clicked edit current and this is what i got

Annotation 2019-10-10 092032.jpg

Frequent Explorer **

Re: invoicing

I even went to far as to create a new invoice from the master. I made sure the section was turned on, which it was by default. No change in my output. Very dissapointed. Does anyone else use this feature or have a problem here?


Re: invoicing

Hi rstran,


The template that you've selected is right to show the following:


  • Balance Forward
  • Payments and credits between "example date" 01/12/2016 and 12/01/2016
  • New charges (details below)
  • Total Amount Due


However, this will not show up in the form if there's no transaction happening with this. For example, the payments and credit card, will not appear since there's no payment and credits with this


If it should have all the information and getting the same result, I'd suggest reaching out to our Customer Care Team  to investigate this further. To contact them, please follow the steps below:


  1. Click Help (?).
  2. Click Contact us.
  3. Enter a short description of your concern.
  4. Then, click Let's Talk.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.


Let me know if there's anything else that I can help you with.

Frequent Explorer **

Re: invoicing

the dates are just examples for display purposes right, they are no actually in the invoice code? You are using the dates like they are factual


Re: invoicing

Thanks for getting back to us, rstran.


Yes, they are just samples. What will display on your invoice, are the dates when the payments and credits are processed.


If the balance forwarded still doesn't show after printing the invoice, I'd suggest contacting our phone support. That way, they can gather information on what's causing this issue. You can follow the steps above provided by @SarahannC .


In the meantime, you'll want to try importing custom form styles for invoices, here's your guide: Import custom form styles for invoices or estimates


Feel free to post again here if you have other concerns.

Frequent Explorer **

Re: invoicing

OK Here's the rub: The reason I was having a problem is that there was no BALANCE FORWARD. Even though this is called an "ACCOUNT SUMMARY" is is really a BALANCE ROLL FORWARD. If there is no opening balance, ie, its ZERO as of the invoice date you are entering and sending, it will not show that section. I had to figure this out on my own. Sorry, -1 for you guys.

Need to get in touch?

Contact us