cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

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?
3 Comments
QuickBooks Team

Re: Can you edit the eInvoices screen so instead of the payment line auto populating with just on...

Hi there, @adbicker.

 

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:

 

  1. Log in to your QuickBooks Online (QBO).
  2. Go to the Gear icon.
  3. Click on Custom Form Styles.
  4. Look for the form your using, then click on Edit under Action.
  5. Click on Content.
  6. Click on the center part of the Preview page.
  7. Check the box beside Show on invoice under Account summary.
  8. Click on Done.

j4 3 template.PNG

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.

j4 1.PNG

When the customer is about to pay the invoice, they'll just have to click on Review and pay button and enter the amount due or the amount they'll want to pay under the Payment Amount section.

j4 2.PNG

To learn more about sending invoices, you can check this article: Send an invoice.

 

I'm also attaching this article in case you have any other QuickBooks concerns in the future: Help articles for QuickBooks Online.

 

Keep posted if you have any other questions. I'm just here to help!

Not applicable

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.

QuickBooks Team

Re: Can you edit the eInvoices screen so instead of the payment line auto populating with just on...

Hi @adbicker,

 

What you said is right. The payable amount that appears on any given invoice depends on the total amount of all line items entered on that specific invoice.

 

If you'd like to let your customers know they have an open balance from their previous invoices, you can send an email payment reminder instead.

 

Here's how you can set up reminders:

  1. From the Gear icon, select Account and Settings.
  2. Click the Sales tab.
  3. Look for the Reminders section and click it.
  4. Customize your greeting, the subject, and the email message.
  5. Select Save, and then Done.

To send invoice reminders manually:

  1. Go to the Sales tab, then Invoices.
  2. Search for the invoice you'd like to send a reminder for.
  3. From the Receive Payment drop-down menu, select Send reminder.
  4. Edit your message and select Send.

You can also create customer statements to show your customers a summary of their invoices, payments, credits, and balances. It can serve as a reminder for them as well.

 

Let me know if you have any other questions by leaving a comment below. I'll make sure to get back to you.

Need to get in touch?

Contact us