Connect with and learn from others in the QuickBooks Community.
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!
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:
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!