Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI need to invoice customers with a new charge while they are carrying a past due balance. How do I create a new invoice that includes the past due balance + the new charge?
(Title has been edited by moderator for clarity)
Normally you would just make an invoice for the new charges, and then send a statment as well, that shows all unpaid amounts, as well as any payments that may have been made.
Hey @julieS,
Adding past charges a second time to a new invoice can really mess with the accounting. Follow @chipoffblock's guidance and create two items: an new invoice for the new charges and a "Balance Forward" Statement for the old transactions. There are a couple ways to send the Balance Forward Statement:
Hope this helps!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.