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jcarpet1973-outl
Level 1

How to show partial payment on invoice ?

 
2 Comments 2
Just_me
Level 11

How to show partial payment on invoice ?

Invoices won't show it.  Maybe consider the Statement, instead. 

Giovann_G
Moderator

How to show partial payment on invoice ?

Hello, jcarpet1973.

 

Just_me is correct. There isn't a way to show the partial payment on the invoice. Instead, you can create a customer statement in QuickBooks. This displays a summary of their invoices, payments, credits, and balances.

 

Here's how:

 

  1. Go to the Sales menu, then the Customers tab.
  2. Select the checkboxes for the customers you want to make statements.
  3. In the Batch actions dropdown, choose Create statement.
  4. In the Statement Type dropdown, select Balance Forward.
  5. Select the dates for the statements and the date range.
  6. Review the customer's email addresses.
  7. Hit SaveSave and closeSave and send, or Print or Preview.

 

For your reference, you can visit this article for more details: Create and send customer statements in QuickBooks Online.

 

In addition, I've included this resource in case you want to customize the appearance of your sales form to show only the information you need: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You can post again if you need anything else. We're always here to help you.

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