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BoyceRR
Level 1

Invoice Template "Total" issue

When setting up my invoice template, the "Total" field does not reflect the total of the whole job, but rather the balance due. I want to show the Job Total, Payments Received, and Balance Due.  Is this possible? I have Accountant Desktop. Thanks!

1 Comment 1
Jen_D
Moderator

Invoice Template "Total" issue

You've got the right forum to help you set up your invoice templates, @BoyceRR,

 

Yes, it's possible. To create this, use a brand new template so it shows the fields you want on the sales form. Here's how:

 

  1. Go to the Lists menu then choose Templates.
  2. Right-click anywhere then press New. You can also use the Templates drop-down at the bottom to launch a customized template.
  3. Select Invoice then press OK.
  4. It should show all the information you need. See this:
  5. If you want to select other custom options, click the Additional Customization box then go to the Footer tab. There you can add additional options like Customer Total Balance, and Job Total Balance.

See this Community guide for more insights about customizing templates in QuickBooks Desktop: Use and customize form templates

 

Let me know if you need anything else. I'm always here to help you with anything in QuickBooks. Have a wondrous day!

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