Show Payment Amount Received on Invoice Sent to Customer

It's nice to see you here in the Community, xenangel.

I can provide you with some answers to your questions about invoices.

In order to show the payments received on the invoice, you'll need to select the option Show on Invoice under Account summary in the template settings.

Here's how:

1. In the invoice screen, click Customize.
2. Select Edit current.
3. Go to the Content tab and click in the middle of the invoice to edit.
4. Under Account summary, select Show on invoice.
5. Hit Done.

I've attached screenshots below to guide you through the steps.

I've got your back if there's anything else I can help with. Have a nice day.

I already have that set for my invoices, but still don't see the Payment Received. Here's what I have:

Dec 3 - Invoice = shows Charge = $2000; Balance Due = $1500; NO Mention of Payments

Dec 2 - Payment = $500

Dec 1 - Charge = $2000

I think the Invoice should show Charge = $2000; Payment = $500; Balance Due = $1500

I don't see any response to my last post. Please address.

Hello, @xenangel.

I'd like to make sure I understand what you're trying to achieve in QuickBooks Online. I'll need your help to get more information about the concern.

May I ask how did you record the customer's payment? Is it through the Receive Payment or Bank Deposit window?

Also, it'd be best if you can send a screenshot of your invoice template. These information would help us narrow down where the issue is resulting from and get you the right steps to fix it.

I'll be waiting to hear back from you.

I first recorded a Charge, then a partial Payment as a Receive Payment. Then, I created an Invoice which I was hoping would show the Charge, Payment, and Balance Due. It did not show the Payment. I even tried to go back to the Payment and apply it to the Invoice. I also tried to change the Dates.

Here's the Customer screen:

Here's the Invoice Template.

Then, when I want to send the Invoice to the Customer, it does NOT show any Payment Received.

Hi there, @xenangel.

I appreciate you looping back and adding some screenshots. I can share some insights about the invoice templates in QuickBooks Online.

Currently, the option to show the partial payment amount on an invoice is not yet available. What shows are the charges and the balance due.

As a suggestion, you can look for a 3rd party application. They can help modify the invoice template to show the paid amount for partially paid invoices. To do so, you can click Apps on the left panel.

We'd appreciate if you can send us a request through feedback. Through this, our engineers will know that this is something you need. I'll do the same in my end.

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 at http://feedback.qbo.intuit.com/forums/168199.

That should do it. Keep in touch if you have any other concerns. Have a good one!

I tested this in the sample co, and I DO see the payment

Can you tell me exactly what you did to get those results? What order you entered each item and what dates and when did you create the Invoice? Did you apply the payment after creating the Invoice?

I clicked on Receive Payment on top of the invoice. Then entered the partial amount. Then saved.  They say to clear cache for weird behavior

Here's what I discovered:

Uncheck the "SHOW ACCOUNT SUMMARY" and then the partial payment will show.  Apparently QBO won't let you do both.

How simple was that?  :)

Hey @jamihaney,

I'm glad you've found a way on how to show a partial payment on an invoice.

Please always know that I'll only be a post away if you have any other concerns. I'd be happy to help you. 

It would be nice to do BOTH...

You are brilliant!!  Thank you for sharing how you resolved this!!!  I have had an agent trying to replicate on their side the issue of partial payments not being shown for weeks now going back and forth via emails and glance (screen share) and they still have no clue how to fix it.  I will share with them this solution so the next person who encounters this will hopefully not have to go through so much to get it resolved.

Can you please help me do this on quickbooks desktop too ? I need to print past unpaid invoices and partial payments made against those invoices like in a statement.

Hello there, @SSTP.

You can pull up the Transaction List by Customer report and customize it to show the unpaid invoices in QuickBook Desktop (QBDT).

The following steps below will guide you through the process:

1. Go to the Reports menu.
2. Select Customers & Receivables, then Transaction List by Customer.
3. Click on Customize Report. From the Filters tab, search and select Transaction Type.
4. Under Transaction Type drop-down, select Invoice
5. Select OK.

Learn more about showing the information that matters most to your business using the Customize customer, job, and sales reports in QuickBooks Desktop article.

You can also click the Memorize button so you won't have to go through the customization process again. This will become available for future use.

I'm just here if you need anything else. You take care and have a great day!

Good Morning - 

When I print or email an invoice, it does not show any payments made - how do I customize my invoice so that if payments are made, the customer will see the payment and the open balance due?  Thank you.

Sherry

Hello @sherrylfacteau,

Let's customize the current template of the invoice you wanted to print or email so you can let your customer see the payment made and the remaining balance. Let me show you how.

1. Go to Sales.
2. Select Invoices.
3. Find and open the invoice you wanted to print or email.
4. Click Customize.
5. Select Edit current.
6. Under Content, select the middle content of your invoice.
7. Put a checkmark on the Show on invoice in the Account summary section.
8. Click Save template.

Learn more about customizing your sales transaction template with this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Additionally, you can also visit and read through the steps outlined in this helpful article so you can create a document of all your customer transactions: Create and view customer statements.

You can always leave a comment below or start a new thread if you have any other questions. Stay safe!

I want the payment to show on all invoices - I don't have time to go into each invoice that has had a payment made and go through all these steps.......I also don't have a 'Sales' tab - can the invoice template be modified to show payments received? 

Hey there, @sherrylfacteau. 

Thanks for following up with us. I'm happy to provide some insight to show payments on all invoices. 

Great news, you can edit the invoice template you used for the prior invoices, and the changes will be made on all of them upon saving the changes. I've included the steps below to do this.

1. Open an invoice you wish to include payments on. 

2. At the top, click the Formatting tab. 

3. Select Customize Data Layout. 

4. Click on the Footer tab, then check the Print box. 

5. Hit OK to save. 

That's all there is to it! Now you can see your payments on the invoices. 

For more information about customizing templates, check out Use and customize form templates. 

Additionally, I'm including an article you can use for future references: Fix custom email templates in QuickBooks Desktop. 

Please let me know if you have further questions or concerns. I'll be here every step of the way. You can reach out to us here in the Community at any time. Enjoy your weekend! 

Thank you Grace - but that did not resolve it. Actually I am trying out the Create Statements , which will send out all the invoices to the customers - It shows all unpaid invoices , shows the balance on partial paid invoices but does not show the paid amount. Is there a way to show the paid amount too so that the customer can validate it without having to bring out the calculator ?

Thank you so much

I can help you with that, SSTP.

You can select the Statement Period option to generate a balance forward statement. This way, your customers will able to see the list of their invoices and payments with balance for the date range selected. Here's how to do it:

1. Select Customers from the top menu, then choose Create Statements.
2. Set the appropriate dates from the Statement Period From option.
3. Choose the customers you want to print statements for.
4. Choose the desired settings from the Additional Options section.
5. Click Print or E-mail depending on how you want to send the statements to your customers.

Take a look at my screenshot below:

Creating billing statements is just a part of the Accounts Receivable workflow in QuickBooks Desktop. I encourage reading this guide to learn the different ways on how you can track customer transactions in the program.

If I can be of any other help, please don't hesitate to drop a reply below. I'll always have your back.

I've added Account Summary to my invoice and when I go in, I see this on the preview screen. But then when I go in to a particular customer to print an invoice, the Account Summary isn't showing up. 

Hello there, @cstump1-goshenhe.

Let me share with you an idea about adding an Account Summary to invoices.

You need to add the Account Summary using a template. Make sure to use the correct template for the invoice.

Follow the steps below:

1. Click Settings ⚙ and choose Custom Form Styles.
2. Select the template, then click Edit ✎. Or select the New Style▼ drop-down and create a new custom template.
3. Hit the Content tab.
4. From the body section, click Edit ✎.
5. Check the Show on invoice checkbox. Note: This option is not available in the imported template.
6. Click Done.

Learn more about customizing your sales transaction template with this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you have additional questions about adding an Account Summary to an invoice, you can click on the Reply button below. I'm always here to help.

Oh my gosh! This was driving me crazy! Thank you!