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Level 1

How can I set up QB online to show deposit and final payment on invoices? My customers pay a deposit when the invoice is created and pay the balance when they pick up.

When they pay the balance invoice shows total payment but not the last payment. For example: $400 total invoice, $150 deposit, balance of $ 250 paid a week later. Invoice shows payment of $400 but not the breakdown.
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QuickBooks Team

How can I set up QB online to show deposit and final payment on invoices? My customers pay a deposit when the invoice is created and pay the balance when they pick up.

Hi there, @signwrapexpress.

 

Let's run the Customer Balance Detail report and make sure the Report period and the Aging method are correct. You can either choose the Custom or All Dates option under the Report period to ensure the invoices will show.

 

Here's how:

 

  1. On the left navigation bar, click Reports.
  2. Run the Customer Balance Detail report.
  3. Select the correct Report period and the Aging method.
  4. Click Customize.
  5. Go to Rows/Columns, select Change columns.
  6. Add Open Balance.
  7. Click Run report.

 

Also, you can read out this article on how to customize your financial reports: Customize your reports in QuickBooks Online.

 

Let me know if there's anything else I can do for you. I'm always here to assist. Have a great day!

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