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How do I show the Total Customer Balance on a new invoice?

I have a small food business that has been growing slowly...

I have begun to get some custom job orders, and have been invoicing them with 50% due on receipt and the balance due upon completion/delivery.

One of my larger orders has added to their original order. 

So my question is this, I wish to invoice them for the total amount due which is the new order and the balance due from the beginning.  I have been trying to find how to do this everywhere, and I keep seeing that I should add a list item for balance fwd due, and fill it in.  This seems to be all wrong to me, as it would still show on my original invoice that I am owed 650.00, even if they pay 650 on the new invoice, as it would be in addition to what is due.... right?

I hope I have been clear enough with what I am trying to do here.  

I want to send them a new invoice that includes new items, and the balance from the old invoice.

I am learning this as I go along. I took a Quickbooks class prior to getting Quickbooks... so did not have the chance to ask the questions that I invariably have now. Thank you for your help.

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Best answer 12-10-2018

Accepted Solutions
Established Community Backer ***

You don't re-invoice for the balance due on a previous in...

You don't re-invoice for the balance due on a previous invoice; this will inflate your Accounts Receivable and income.  You can customize your invoice template and add the open balance to the bottom (Lists > Templates.  Double-click on the template, click Additional customization tab at the bottom, then the Footer tab).  You can also create a new invoice for the new charges and include a statement for outstanding balances.
7 Comments
Established Community Backer ***

You don't re-invoice for the balance due on a previous in...

You don't re-invoice for the balance due on a previous invoice; this will inflate your Accounts Receivable and income.  You can customize your invoice template and add the open balance to the bottom (Lists > Templates.  Double-click on the template, click Additional customization tab at the bottom, then the Footer tab).  You can also create a new invoice for the new charges and include a statement for outstanding balances.
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Thank you!  This clears a lot up!

Thank you!  This clears a lot up!
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I take a deposit like this, enter through a received paym...

I take a deposit like this, enter through a received payment, click on the customer that paid deposit in drop menu, another menu will prompt for overpayment & give options I choose leave credit for later. Then to invoice go through create invoice, click add time/costs to add in extras, then click apply credits. Make sure your invoice template is set up with an area for credits and it will be there deducted from the total.
Established Community Backer ***

"I should add a list item for balance fwd due, and fill i...

"I should add a list item for balance fwd due, and fill it in. This seems to be all wrong to me"

That is bad guidance. At the most, that guidance is given when someone is first moving their existing data into QB from another system or a manual system. Even then, I prefer to see the real items that were sold or charged, and not a generic balance transaction.

Your ongoing activities with customers will be New Invoices for new charges, and using Customer Statements as a way to report to them: "Here is all the activities, invoices, payments, and credit memos for returns, and here is your total Ending Balance now due."

You issue invoices to them for new sales, and Statements any time you need that account review. In every industry there are different routines, but I recommend, if you are making sales throughout the month, then send out statements at the end of each month. This encourages customers to pay the Total Balance Due and not just individual invoices.
Not applicable

Wow! Statements are new to me, that is exactly what I was...

Wow! Statements are new to me, that is exactly what I was looking for!
Thank you!
Established Community Backer ***

We like to help customers pay us the total they owe, and...

We like to help customers pay us the total they owe, and we like to make it easy for them to see that info.
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It will all be broken down on the invoice if done the way...

It will all be broken down on the invoice if done the way I answered.

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