Can't Email Account Summary

Thank you for reaching the Community and showing us some details, rbryanh.

Let me guide you on how to show the full account details for invoice through email in QuickBooks Online.

Personalizing your invoice is a simple yet effective way to enhance your business' communications. To show the accumulated amount due of your customer's account, you just need to make sure to choose the Full details in the email settings.

Like this:

1. Go to the Gear icon at the upper right.
2. Choose Custom form styles.
3. Select the form style you're using for your invoice.
4. Tap the Email tab.
5. In this section How your invoice appears in emails, select the option Full details.
6. Then click Done.

That's it. You should now be able to show the account summary to your customers through email. Here's an article to learn more about customizing invoices, estimates, and sales receipts in QuickBooks Online.

I'm also adding this link for your future reference: Record invoice payments in QuickBooks Online.

Let me know how it goes or if you still have other concerns about invoices. I'll be here to help. Take care and have a wonderful day!

Thanks for the reply, but as I described in my initial post, that doesn't work.  I have enabled "Full Details," but only current charges appear in emailed invoices.  Please check the attachments above.

Thank you for getting back to us, @rbryanh.

Currently, the option to customize the total balance due is unavailable. I appreciate your idea about the format of the invoice form. I will share this with our Product Developer team. They may include this in the new product enhancements.

For now, you can tell your customer that the total balance is in the bold text found at the bottom of the computation.

I also suggest sending this idea personally through Settings and clicking Feedback.

Moreover, you can check out this article you can use in the future about tracking your customer's balances in QBO: Customize reports in QuickBooks Online. 

I'll be around to help if you have other questions. Please don't hesitate to comment below. Take care!

Receiving two conflicting, mutually exclusive replies from two different members of the Quickbooks Team doesn't inspire confidence, particularly when the best of them refers to a bug report as an "idea."  Your product doesn't perform as described in its own interface.  If that's an idea, it's a bad one.

For now, you can tell your customer that the total balance is in the bold text found at the bottom of the computation.

No, as I said, I can't.  To do so would cause customers to regard me (not unreasonably) as a bumbling idiot incapable of accurate billing and (quite reasonably) incline them to take their business elsewhere.  I will have to manually compose and send invoices to each of my customers, every month, until I can find the time to switch to a product that actually performs as advertised.

Currently, the option to customize the total balance due is unavailable.

Well, no…  It's available.  It's there and clearly labeled.  It simply doesn't work.

I also suggest sending this idea personally through Settings and clicking Feedback.

Thereby placing the burden of quality assurance on the customer.  How many times do you think it's appropriate to ask a customer to report a bug?  I've done so.  If you're unable to provide the information to the appropriate people within your organization, so be it.

I'm not pleased with Quickbooks Online or your support, and increasingly regard the price I pay to be a part of this farce as an outrage.  

Welcome back the to thread, rbryanh. I can see the importance of having the option to appear the entire outstanding balance on both PDFs and email. With this, I appreciate you for sharing your feedback and for submitting the bug through our program. Rest assured that your feedback is handled by the right people or forwarded to the Product Development Team.

Additionally, QuickBooks Online is constantly changing and evolving based largely on the requests of users. That said, all the recommended feedback is reviewed by the engineering team regularly to ensure that any bugs are recorded appropriately.

Lastly, I suggest visiting the Feedback page. From there, you'll have the option to know about the latest news and view all the updates from QuickBooks Online.

I'll be right here to help you if you have further questions about customizing a customer's invoice. Feel free to add a post/comment below. Have a wonderful day ahead!