Check stubs (Bill Payment)

Deadwood Al · ‎July 19, 2024

When we print a check for an AP payment, the stub shows the Invoice date, the Type (Bill), Reference, the Original Amount, the Balance Due, the Discount,m and the Payment Amount. The problem is that the Original Amount and the Balance Due are the same amounts, and it confuses vendors or recipients of the check because they think the Balance Due is what is left owed after the payment. Normally, one would assume the Original Amount, less Payment would then equal Balance Due.

I went into the Bill Payment template to modify the template for check stubs to make it match the logical way of looking at these totals, but I could not figure out how to do this ... the template for the Bill Payment Check is not shown, just a full page of the Bill Pay template. I can't seem to find a template for the Bill Pay checks. Is there a template for the check stubs?

Does anyone know how to modify the check stub to eliminate this confusing presentation and to make the "Balance Due" show the amount remaining due after the payment being made? I can't figure out why QB would make the stub look like this unless the designer never worked in AP and had no idea how people would look at this.

And, for the response from QuickBooks Team members, yes, I do know how to submit Feedback to the designers of the system. Over the years I have given them many things that they have managed to ignore quite successfully.

ShyMae

We truly value your input, Deadwood. The balance due on the check stubs appears the same as the original amount. It indicates that the balance due is calculated as the total amount owed for the bill payment before making the payment rather than reflecting the remaining balance after the payment has been made. I understand that this might be confusing for you.

You can consider printing the check stub as a PDF file and modifying it outside QuickBooks, as the option to customize the check stubs and remove the balance due field is unavailable. After this, you can manually send it to your vendors. This approach guarantees that you achieve your intended outcome.

Here's how to print your check stubs:

Hover over the Vendor menu. Select Vendor Center.
Click the Transactions area. Pick Bill Payments.
Look for the specific transaction you want to print and double-click it.
Press the Print option, then Check.
Hit OK. Choose the printer name that has a PDF.
Tick Print and save the file on your PC.

For future reference, I'm adding this article if you want to create a customized email template when sending messages/forms: Create custom email templates in QuickBooks Desktop.

The workaround will guarantee that your goal is a success. We sincerely appreciate your feedback regarding the balance due on the check stubs. You can always reply on this thread if you need more help or have other concerns. We are committed to providing the assistance you deserve.

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Check stubs (Bill Payment)

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