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Level 1

Online Payments: Invoice Balance Due doesn't match account balance

When we send an invoice to a customer account that is past-due for other invoices, that invoice shows the invoice balance due at the top. The Account Balance due is shown on the statement below, but this is frequently ignored since to make a payment the user is passed through to a second page which also only shows the invoice amount and not the account balance.

 

Since statements do not include online payment links, how do we get the invoice payment page to show either the account balance due or the invoice and account balance due so our customers are informed and not confused when making payments?

Solved
Best answer January 22, 2019

Best Answers
Moderator

Online Payments: Invoice Balance Due doesn't match account balance

Hello there, WheatfieldLakes.

 

The option to display both the total of the current invoice and total account due on your invoice payment page is currently unavailable in QuickBooks Online (QBO).


While this feature is not yet available, we would appreciate if you could send this product suggestion straight to our product developers. I’ll be sure to do the same thing on my end. 

Here's how:

  1. Click on the Gear icon.
  2. Click Feedback.
  3. Type in your feedback or feature request.
  4. Click Send Message.

You can also send your feature request through this link: http://feedback.qbo.intuit.com/forums/168199.

 

Fill me in if you have any other questions concerning QuickBooks. I'll be around to help.

View solution in original post

11 Comments
QuickBooks Team

Online Payments: Invoice Balance Due doesn't match account balance

Hi WheatfieldLakes,

 

Currently, payment links on statements are not available. I suggest sending us your feedback about the balances on the invoice page. That way, our engineering team can take a look at this feature request.

 

As a workaround, you can resend these invoices to your customers. Since you already have your statement you can easily find the invoice number.

 

Here’s how to resend:

  1. On the left navigation menu, click Sales.
  2. Select the Invoices tab.
  3. To search for the invoices, do this shortcut in your keyboard: Ctrl + F
  4. Mark check on the box beside the invoice number.
  5. In the Batch actions drop down arrow, select Send invoices.

Let me know if you have further questions. I’m here to help.

Level 1

Online Payments: Invoice Balance Due doesn't match account balance

I'm aware of the issue with statements not offering payment links and that this is a topic and a feature request that has already been posted by others. My question has to do with why the account total due is not displayed on the invoice payment page. Seems like both the total of the current invoice and total account due should be displayed.

Moderator

Online Payments: Invoice Balance Due doesn't match account balance

Hello there, WheatfieldLakes.

 

The option to display both the total of the current invoice and total account due on your invoice payment page is currently unavailable in QuickBooks Online (QBO).


While this feature is not yet available, we would appreciate if you could send this product suggestion straight to our product developers. I’ll be sure to do the same thing on my end. 

Here's how:

  1. Click on the Gear icon.
  2. Click Feedback.
  3. Type in your feedback or feature request.
  4. Click Send Message.

You can also send your feature request through this link: http://feedback.qbo.intuit.com/forums/168199.

 

Fill me in if you have any other questions concerning QuickBooks. I'll be around to help.

View solution in original post

Anonymous
Not applicable

Online Payments: Invoice Balance Due doesn't match account balance

Has the engineering dept found a fix for this issue yet?  This feature is important to any business that uses retainers for payments.  The most important action would be to show the account balance (balance forward) on the invoice and then offer for the client to pay the entire account balance straight from the invoice.  Please find a fix for this since my almost every client I have uses retainers.  I will need to consider finding a different billing/accounting software if this is not fixed.

QuickBooks Team

Online Payments: Invoice Balance Due doesn't match account balance

Hello there, @Anonymous.

 

Allow me to join the thread and help share additional information about displaying both the total of the current invoice and the total account due on the invoice payment page.

 

To show the total account due (account summary)  and the total invoice due, you must customize the invoice template to show the Account summary on the invoice page. Let me show you how.

 

  1. Go to the Gear icon.
  2. Select Custom Form Styles under Your Company.
  3. Select the template your using under Custom form styles.
  4. Click on Edit under Action.
  5. Under Edit invoices that turn heads and open wallets, click on Content.
  6. On the invoice template click on the Content section.
  7. Put a check-mark on Show on invoice under Account summary.
  8. Click Done.

You can see attached screenshots for additional reference.

h1 template.PNG

h1 invoice.PNG

h1 printing the invoice.PNG

On the other hand, to learn more about creating invoice and customizing invoice template, you can check these articles:

 

I'll be always happy to help you if you have any other invoices concerns, just add a comment below. Have a great day ahead!

Level 1

Online Payments: Invoice Balance Due doesn't match account balance

We have the account summary enabled, but it's not showing applied payments. Also, the balance on the actual email is not correct. Anything else we can try?

Moderator

Online Payments: Invoice Balance Due doesn't match account balance

Thank you for posting here in the Community, @hudsonschoolofmusic.

 

I'm here to make sure your invoice concern is taken care of. For me to provide the best solution, I need additional information about the issue.


Can you share with me if the invoice is partially or fully paid already? This way, I'll be able to check here in the system if there are any reported problems from other users.

 

While waiting for the details, let's try replacing the existing template on the invoice with a new one. It'll help us isolate it and determine if the issue is template related.

 

I'm attaching a sample screenshot for your visual reference:

 

 

In the meantime, you can also utilize the statements to check the invoice and payments, as well as the balance forward.

 

Here's how:

 

  1. Click the + New button in the upper-left corner.
  2. Select Statement under Other.
  3. Put a check mark beside the customer name.
  4. Hit Print or Preview.

I've also included an article in case you need some ideas about an invoice, like customizing them based on your needs: How to Customize Invoices in QuickBooks Online.

 

Drop me a comment below if you have any other questions. I'll be happy to help you some more.

Level 1

Online Payments: Invoice Balance Due doesn't match account balance

I'm having the same issue.  When a customer prepays for services, I create an invoice for services received, apply the prepayment amount and send the invoice via email.  The customer opens the email, sees the outstanding amount on the email and then clicks to pay.  The amount showing owed on the payment page is the amount without the prepayment applied.  
If a client pays $1000, the invoice is $5000 then the total owing is $4000.  I send the invoice with "total this invoice" as $5000, "Applied credits" $1000 and "Job total" $4000.  They see $4000 on their email but when they click the payment link, the amount pre-filled in is $5000.  
This seems like a very basic principal to get correct.  

 

QuickBooks Team

Online Payments: Invoice Balance Due doesn't match account balance

Let me share some information on how to get this payment issue resolved, @D-LRestoration.

 

You can set the amount when sending your customers the email with the requested payment details and a Pay button. 

 

I'd suggest reaching out to QuickBooks Online with the Payments & Merchant Service Center Support team to further isolate the issue you're having, and resolve it. Their tools can get into your account in a secure environment and identify why they're seeing different amounts when going to the payment link. You can go to this link to contact them: Contact Payments or Point of Sale Support.

 

Here's more information about Payment links in QuickBooks Online Payments and on how to take and process payments in QuickBooks Online

 

I'm always here if you need more help in processing your customer payments. Take care and have a great rest of the day!

Level 1

Online Payments: Invoice Balance Due doesn't match account balance

I spent over 2 hours of my day on the phone with them today with no resolution.  I was hoping someone in this forum had some answers for me.  

Level 1

Online Payments: Invoice Balance Due doesn't match account balance

How do you do this: 

"You can set the amount when sending your customers the email with the requested payment details and a Pay button. "

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