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Level 1

Invoice does not show applied credits or payments to the balance.

When I send an invoice to a customer on my screen it shows payments applied and the correct balance.  When I print the invoice or sent it via email the applied payments are not shown and the invoice is asking for the total invoice less the payments applied.

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Best answer April 28, 2019

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Highlighted
Level 15

Invoice does not show applied credits or payments to the balance.

in customize forms on the footer tab, there is a field for payments, insure that is checked for print

View solution in original post

3 Comments 3
Highlighted
Level 15

Invoice does not show applied credits or payments to the balance.

in customize forms on the footer tab, there is a field for payments, insure that is checked for print

View solution in original post

Highlighted
Level 1

Invoice does not show applied credits or payments to the balance.

I have that box checked and can see it on invoice but there is no dollar amount in it. It is as if it does not know where to get the info from.

I have attached the "series" showing estimate to final in the hopes you can see what I am talking about.

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Moderator

Invoice does not show applied credits or payments to the balance.

@Armoredroofingcorp Thank you for reaching out to us for answers, I'll be happy to help you get this resolved.

 

The attachment sent was a great way to help me understand what is happening. 

 

The reason previous payments are not recognized on the final invoice is because the deposit was made against a different invoice number. Essentially even though this is all for the same job, they're recorded on separate invoices so QuickBooks won't make that connection. To have the final invoice show all  payments/credits applied, keep the total job on one invoice and apply payments against it. 

 

Let me know if that helps.

 

  

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