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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 01-22-2019

Accepted Solutions
QuickBooks Team

Re: 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

5 Comments
QuickBooks Team

Re: 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.

Community Explorer **

Re: 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.

QuickBooks Team

Re: 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

Re: 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

Re: 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!

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