cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

A customer made a large payment based on an initial pay. How do I apply the next invoices to appear as a credits towards that large payment?

 
1 Comment
Highlighted
Level 11

A customer made a large payment based on an initial pay. How do I apply the next invoices to appear as a credits towards that large payment?

@abner 

 

You will need to edit the Invoice template and show Account Summary on Invoice.

 

Account Summary

 

To add account summaries to your all of your customer invoices:

  1. Go to Settings and select Custom Form Styles.
  2. Find the invoice template you use, then select Edit ✎. Or select New Style▼ drop-down and create a new custom template.
  3. Select the Content tab.
  4. In the form preview, select the body section and then Edit ✎.
  5. Select and check the Show on the invoice checkbox. Note: You can’t select this option if you’re using an imported invoice style.
  6. Select Done.

Refer to this article for details:

https://quickbooks.intuit.com/learn-support/en-us/customize-forms/add-an-account-summary-to-an-invoi...

 

Hope this helps!

Need to get in touch?

Contact us