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Can I send an updated invoice for the balance after a partial payment has been received?

I frequently have clients that pay in partials. Is there a simple way to send an updated invoice for the balance due?

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Best answer 12-10-2018

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ProAdvisor

yes. It depends on the the template you're using. If you...

yes. It depends on the the template you're using. If you have the payments/credits at the bottom, it will print what has been applied to the invoice.

16 Comments
ProAdvisor

yes. It depends on the the template you're using. If you...

yes. It depends on the the template you're using. If you have the payments/credits at the bottom, it will print what has been applied to the invoice.

Not applicable

Holy convoluted workaround, Batman! Thanks so much for th...

Holy convoluted workaround, Batman! Thanks so much for the info, raywhite28!
ProAdvisor

You're welcome!

You're welcome!
Not applicable

I have QB 2016 for Mac and I am what template you are usi...

I have QB 2016 for Mac and I am what template you are using to have this feature.  I am using the contractor template.... I think :)
Established Community Backer ***

If you are using QuickBooks Mac Desktop you might find pr...

If you are using QuickBooks Mac Desktop you might find progress invoices useful.
Experienced Member

For us, we have QuickBooks Premier 2018, and if we have s...

For us, we have QuickBooks Premier 2018, and if we have sent an invoice and the client makes a partial payment and we resend the link to make another payment, the balance due says $0 and the client can't pay the remaining amount due.  Do you know why this happening and if it can be changed?
Established Community Backer ***

On QB Mac can add the balance Ray talks about in Layout D...

On QB Mac can add the balance Ray talks about in Layout Designer. Just edit the template and look at the available fields to add. It may be in the footer tab.
Established Community Backer ***

@IntuitBrooks They are asking about the Merchant Account...

@IntuitBrooks
They are asking about the Merchant Account payment service.
Established Community Backer ***

Ah - eInvoice is what we called it.

Ah - eInvoice is what we called it.
Active Member

Re: For us, we have QuickBooks Premier 2018, and if we have s...

I am having this same issue and can't seem to find an answer.  When I called the help desk, they said to create a new invoice with remaining balance owed - does this mean I have to edit and zero out the previous invoice?  What a nightmare! 

QuickBooks Team

Re: For us, we have QuickBooks Premier 2018, and if we have s...

I appreciate you for taking the time in joining this thread, DeltaAdmin.

 

Thanks for providing us the details of your concern.

 

This time, there isn't a way we can send updated invoice balance in QuickBooks Desktop. 

While we don't have this feature as an option, I encourage you sending this great suggestion to our developers through feedback. I'll make sure to do the same thing on my end.

 

Here's how you can send your request:

  1. Choose the Help menu.
  2. Click Send Feedback Online.
  3. Select Product Suggestion.
  4. Enter your feature request.
  5. Click Send Feedback.

Should there'll be anything else I can help you when sending invoices, feel free to reach back to us. I'm here to help you out.

Established Community Backer ***

Re: For us, we have QuickBooks Premier 2018, and if we have s...

You never do this, "What we can do is to edit the previous invoice to match to the paid amount. Then, you can add the balance due to your invoice template."

 

Changing the invoice just changed the original sale and the financial reporting. Never change the invoice to match the Paid amount, then add the amount to a new invoice.

 

For partial payments, you can reissue the invoice showing the Footer for what was original charged (Total field), payments/credits applied, and current balance due. Or, you send Statements.

Active Member

Re: yes. It depends on the the template you're using. If you...

I'm having the same issue. On my desktop it shows the applied payment but when I go to print it only prints out the original invoice. I need to send a past due invoice that has the applied payment and the remaining balance to our customer. 

 

QuickBooks Team

Re: yes. It depends on the the template you're using. If you...

Hi there, @1BrittanyCarr.

 

I'm here to help you achieve your goal in sending past due invoices that have an applied payment and remaining balance to your customer.

 

You'll need to make sure that payments were applied correctly for your invoice. Once done, you can create a customized invoice template to add the balance and applied payments section.

 

Let me guide you how:

  1. Click on List at the top menu bar.
  2. Select on Templates.
  3. Choose your Invoice Template.
  4. Click on Edit Template.
  5. Select on Additional Customization.
  6. Click on the Footer tab.
  7. Under the Print sections, put a check-mark on the Balance Due, Payments/Credits, and Customer Total Balance (optional).
  8. Select OK to save changes.

balance1.PNG balance2.PNG balance3.PNG

For more details about customizing sales forms in QuickBooks Desktop, you may refer to this article: Use and customize form templates.

 

However, if you already have this type of customization, you can run the verify and rebuild process to help determine and fix data-related issues. 

 

If the issue persists after trying these steps, I'd suggest reaching out to our Customer Care Team. They have tools that can help on verify what's causing the issue.

 

Don't hesitate to reach back out to me if you have any other questions about this concern. I'll be around to help. Wishing you well! 

Community Explorer **

Re: For us, we have QuickBooks Premier 2018, and if we have s...

We are having the same issue. Was there ever a resolution?

@radley wrote:
For us, we have QuickBooks Premier 2018, and if we have sent an invoice and the client makes a partial payment and we resend the link to make another payment, the balance due says $0 and the client can't pay the remaining amount due.  Do you know why this happening and if it can be changed?

 

QuickBooks Team

Re: For us, we have QuickBooks Premier 2018, and if we have s...

Thanks for joining this thread, @lunsethlawncare.

 

Allow me to help provide some update about the invoice customer's balance issue in QuickBooks Desktop.

 

I've checked our investigation list, and I found out that this is a known issue in QuickBooks. Our engineers are currently working investigating and working on an immediate fix.

 

In the meantime, I encourage you to reach out to our Customer Care Team to add your account to the list of affected users. This way, you'll be notified of any updates on the progress on the investigation via email. 

 

Here's how to contact our customer support:

  1. Select QuickBooks Desktop Help from the Help menu.
  2. You can also press F1 on your keyboard to bring up the same Help Panel. 
  3. In order to route you to the correct support expert, we need to know what type of question you have.
  4. Click Continue.
  5. We’ll provide you a few options. You choose which one is best for you. 

For additional reference, you may want to check these articles: 

I appreciate your patience as we work through this. If there's anything else I can do for you, please let me know. I'll be around to help you out.