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.

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.

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.

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

• How to create an invoice
• How to customize invoices, estimates, and sales receipts

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!

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?

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.