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steved1
Level 1

Can we, on Sales, Invoices, have the Balance display the customer account balance and NOT the invoice balance?

 
3 Comments 3
Anonymous
Not applicable

Can we, on Sales, Invoices, have the Balance display the customer account balance and NOT the invoice balance?

Hi there, @steved1b,

 

Thanks for your time checking this with the Community. I can share some insights about invoice balances in QuickBooks Online.

 

If you're referring to the Balance column in the All Sales and Invoices screen, it's default view only displays the individual balance per transaction. This way you're able to view and do multiple actions (Batch action) on each items created in QuickBooks.

 

If you'd like to view your customer balances, you can pull up a Customer Balance Detail report. Follow the steps below:

  1. Click the Reports menu.
  2. Locate and click Customer Balance Detail in the Who owes you section of the Reports screen.
  3. Update the Report period and the Aging method.
  4. Click Run Report.

However, if you're referring to the sales/invoice transactions to show the customer balance, you can do that by customizing your sales templates. Here's how:

  1. Click the Gear icon.
  2. Choose Custom Form Styles.
  3. Click Edit on the template you're using.
  4. Select the Content tab.
  5. Click the middle section of the template on the right.
  6. In the Account summary section, mark the Show on invoice box.
  7. Click Done.

That should display the Balance forward amount or the running customer balance on your sales transactions.

 

You might want to check this article to know more about customizing sales templates in QBO: How to customize invoices, estimates, and sales receipts

 

Please notify me immediately if you need further assistance. I'm always here to help. Have a good one!

vsmlw
Level 1

Can we, on Sales, Invoices, have the Balance display the customer account balance and NOT the invoice balance?

THis method does not work for quickbooks online.  What a basic freaking function....to be able to show the customer their full balance rather than only their charges during the current billing period.  

ANyone else got any ideas...before I unsubscribe to this crappy online system?  2011 desktop worked better

Rasa-LilaM
QuickBooks Team

Can we, on Sales, Invoices, have the Balance display the customer account balance and NOT the invoice balance?

Thanks for following this thread, vsmlw.


I can see how beneficial for your business to be able to show the customers’ full balance. I’ll take note of this feedback. Then, pass along on your behalf for consideration in future updates.


You can consider using a third-party app to display your customers’ full balance. We treat all businesses fairly and know that each one has different needs.


The App Center has all kinds of third-party applications to choose from. From there, you’ll see a better comparison of each one and see if it meets your needs.


For future reference, let me share the Add an account summary to an invoice in QuickBooks Online guide. It provides instructions on how to remove account summaries and steps to send balance forward statements.


Reach out to me if you still need help with QuickBooks. I’ll be around to assist further. Have a good one.

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