cancel
Showing results for 
Search instead for 
Did you mean: 
mulitple emails for same batch
Level 1

How to put an account aging summary at the bottom of invoices. It used to be available. The Account summary available currently just confuses clients.

At the bottom of the invoice I could include amounts due for current, 30 days, 60 days, 90 days. Clients understood it perfectly and found it helpful. The Account Summary that is available now for the top of the invoice just causes them to email me in confusion. Is there a way to get the summary back onto the invoices? Thanks!
1 Comment 1
Mark_R
QuickBooks Team

How to put an account aging summary at the bottom of invoices. It used to be available. The Account summary available currently just confuses clients.

Hi there, @mulitple emails for same batch.

 

I'm here to help show the Account summary information at the bottom of the invoice.

 

It's possible that the invoice template you're using doesn't enable the Show on invoice option. That's why the Account summary information isn't showing at the bottom of the invoice. Let's review your invoice template and make sure the option is enabled. Here's how:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click the Gear icon, then select Custom form styles.
  3. Find the invoice template you're using, then click Edit.
  4. Go to the Content tab and select the Table section (Body of the invoice).
  5. In the Account summary section, put a checkmark on the Show on invoice checkbox.
  6. Click Done.2.PNG1.PNG

Once done, your client will be able to see the Account summary at the bottom of the invoice when you email it to them. For more guidance, feel free to check out this article: Add an account summary to an invoice in QuickBooks Online.

 

You might also want to learn how to personalize your sales forms in the future. Here's an article you can read for more information: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep in touch if you need any more assistance managing invoices, or there's something else I can do for you. I've got your back. 

Need to get in touch?

Contact us