Can you edit the eInvoices screen so instead of the payment line auto populating with just one invoice it has the total amount due if a customer has a previous balance?
I have some customers that have unpaid balances from previous invoices, however, when they go to pay online with the eInvoices the payment amount auto populates with the amount due from just that invoice. Is there any way to change that so it auto populates with the total amount due from all past overdue invoices?
It's my pleasure to share some insights about processing invoice payment online.
Once the Account Summary is shown on the invoice, the total amount due/balance will automatically reflect on the emailed invoice. To include the account summary, you have to customize the form style you're using:
Log in to your QuickBooks Online (QBO).
Go to the Gear icon.
Click on Custom Form Styles.
Look for the form your using, then click on Edit under Action.
Click on Content.
Click on the center part of the Preview page.
Check the box beside Show on invoice under Account summary.
Click on Done.
Once done, use the template when creating the invoice. When sending the invoice to your customer, they'll be able to view the total unpaid balances above the Review and pay section.
When the customer is about to pay the invoice, they'll just have to click on Review and pay button andenter the amount due or the amount they'll want to pay under the Payment Amount section.
To learn more about sending invoices, you can check this article: Send an invoice.
Re: Can you edit the eInvoices screen so instead of the payment line auto populating with just on...
Is there a way I can change the amount that initially pops up in the payment amount section? If a customer has an outstanding balance on an old invoice and I send them a new invoice the payment amount section auto-populates with just the amount for the new invoice, not the total amount that the customer actually owes.