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Hello,
I was trying to see if on QuickBooks Online there is a way to send an estimate invoice and show what the client has already paid and what is still owed on the invoice. a few clients have noted on our invoice that they would like to see what they have already paid and what they still owe and I agree with them. We can see what has been paid when we edit the invoice but, when we send the invoice it doesn't show what has been paid only what is due. If anyone can help that would be greatly appreciated. Thanks!
Hey there, Lance H.
Thanks for posting your question here in the Community. I'm happy to provide some info on how to let your customers know what they still owe in QuickBooks Online.
The best way to update customers who have outstanding balances or invoices that will soon be overdue is to send them a customer statement. There are three types of customer statements in QuickBooks. Here's how to create Balance Forward, Open Item, and Transaction Statements:
1. Go to Customers.
2. Choose the customer you want to make statements for.
3. Select the New transaction ▼ dropdown, then select Statement.
4. Review the customer’s email address, then select Save and close.
The following linked article provides additional info about creating and sending customer statements in QuickBooks Online.
Please don't hesitate to comment below if you have any other questions for me. I'll be here to lend a hand.
Hi Lance H,
As MorganB posted, the only way to do it through QuickBooks Online is to send customers a separate statement.
Another option would be to look into Fazeshift. They integrate with QuickBooks Online and have the ability to show Paid and Owed amounts on invoices. You can also choose to include the Paid and Owe amounts in the actual invoice email you send to clients.
I hope that helps!
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