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mkohler01
Level 1

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

 
20 Comments 20
FritzF
Moderator

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

Thanks for posting in the Community, @mkohler01.

 

The Summarized details may be selected in the template, which is why it is only showing a summarized version of the invoice. If that's the case, let's change it to Full details to see the subtotal and other necessary information.

 

Here's how:

 

  1. In QuickBooks Online (QBO), go to the Gear icon at the top right to get to the Custom Form Styles
  2. Locate the invoice template you're using, then click Edit under Action column. 
  3. Proceed to the Emails tab, and select Full details. Ensure that the PDF Attached box is checked.
  4. Hit Done to save. 

 

After that, try to send a test invoice to yourself to double-check.

 

Just in case, I'll add this article for future reference: Customize your invoice emails.

 

Please let me know if you have any other issues or concerns by leaving a comment in this thread. I'm more than willing to help. Have a wonderful weekend!

PJBooks
Level 3

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

You are correct mkohler01.  If there were any accountants helping answer these questions, they might understand what you are talking about.  HEY FRITZ!  Pay attention:  "INVOICES ARE NOT SHOWING TOTALS" = - comprende?  You can have 10 line items, they add up to $567.95, and maybe the customer paid a partial of $100.  All the invoice says is "Balance due $467.95".  No mention of what the actual total sold is OR the payment.  Why don't you question answerers run tests before you answer questions you don't know the answers to and stop wasting our time.  Do I sound angry?  It's because I've spent the last 4 hours in chat about this.  FEEDBACK DOES NOT WORK.  THIS IS A PROGRAM FLAW, NOT AN INCONVENIENCE.  LEFT ALIGNED NUMBER COLUMNS ARE A PROGRAM FLAW - Not "Inconveniences".  What will it take to get them to listen, mkohler?  I'm in shock and awe wondering why every single user isn't complaining.

PJBooks
Level 3

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

WRONG.  Try again.  Did you even look at an invoice?  You do have QBO, right?

DivinaMercy_N
Moderator

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

Thank you for providing details about your concern, @PJBooks.

 

To see the total of the items on the customer's invoice, just click the Add subtotal button. Subtotal will tell the total amount of the customer's invoice even there is a payment received. I've attached a screenshot below for reference. c1.JPGc2.JPG

 

If in case you want to customize your invoice, you can refer to this article link: Customize invoice in QuickBooks Online.

 

Feel free to leave a comment below if you have further concerns. I'm always here to help. Have a good one!

PJBooks
Level 3

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

Sorry, that does not work.  Invoice doesn't even show payment.  Your answer is insufficient and does not resolve the problem.  And honestly, don't show me "Craig's Landscaping", show me something real that operates in the real world, ok?

JamesDuanT
Moderator

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

Hello PJBooks,

 

I've reviewed our system about the subtotals and found out that there's an ongoing investigation about this. I'd recommend reaching out to our Customer Care Team. They can pull up your account and provide additional details about this issue. They can also add your profile to the list of affected users that'll receive updates.

  1. Click Help at the top menu and select Contact Us.
  2. Enter the details of your concern and click Let's talk.
  3. Select how you want to reach them (phone or chat).
  4. Enter the necessary information to complete the request.

We'd appreciate your patience as we get to the bottom of this.

PJBooks
Level 3

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

Hi James,

I have "reached out" to your customer "care" team.   They are very nice and helpful always, but the problem there is. they don't know the difference between inconveniences and software flaws.  Not showing the total for items purchased on invoices and left aligned number columns on customer statements are software flaws, EMBARRASSING software flaws, that I have to explain to my clients is not my fault, but I represent QBO.  QBDT and QBO is all I've done, and sold, for 20 years, so I'm taking this very seriously.  This type of error, your invoices and statements, is a reflection on me.  The fact that the left aligned number column has been going on for 2.5 years now does not give me great confidence in feedback or calls to the care team; I contacted the care team about that and left feedback.   QBO has received lots of feedback and there are discussions in Community, but nothing is done. 

Any other suggestions, James?

mbang
Level 1

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

@PJBooks How did you get resolution to show subtotal on invoices?  We are having the same problem with it being left blank.  

 

Thanks!

Shorabc
Level 1

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

I am still having the same issue. Total does not appear on the invoice. Has the issue been resolved since then?

Angelyn_T
QuickBooks Team

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

Thank you for joining the thread, Shorabc. I'm here to help you with adding the total amount to your invoices.

 

Usually, you'll be able to add the subtotal amount on your invoices following the steps provided by DivinaMercy_N above. After adding the products or services, tap on the Add subtotal tab so QuickBooks calculates the subtotal amount. See these screenshots for your visual references.

 

In case you want to add the account summary of your invoices, you can follow these steps:

 

  1. Go to the Gear icon, then click on Custom form styles under Account and settings.
  2. Choose the template you're using from the Custom form styles window, then click on Edit under Action.
  3. Go to the Content section, then tap on the center part of the PDF file.
  4. Mark the box beside the Show on invoice section under Account summary.
  5. Hit Done to save the changes.

 

You can check out this link for more tips about customizing your form templates in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm also adding this article for additional resources while working with your sales and other customer transactions in the future: Topics about your company's income and customers.

 

If you have any other follow-up questions about your invoices, let me know by adding a comment below. I'm more than happy to help. Keep safe!

orangzeb
Level 3

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

Hello everyone,

 

It does not work for me even I applied all settings and still, it doesn't show sub-total and net total. It is very embarrassing when my customers make a partial payment and ask for an invoice.

how to fix this issue?

Ethel_A
QuickBooks Team

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

Hello there, @orangzeb.

 

I appreciate you following this thread and trying the steps provided by my colleagues above. I want to add some information about adding invoice subtotal. I'll make sure you'll be able to add it to an invoice with a partial payment.

 

As mentioned by one of my colleagues DivinaMercy_N, subtotal will show to an invoice when you click on add subtotal. Another thing is, it will only show for the taxable items. Make sure your invoice has taxable items to have a subtotal after a partial payment.

 

I'm also adding this article as your reference to customize invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have more questions about invoices, leave a comment below. I'm always here to help.

cgusman
Level 1

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

I'm having the same issue. I work with a warranty company and they want to see the total, paid amount, and balance owed. When I review the invoice template I see the break out of total, paid amount, and balance owed. When I print preview the invoice only shows payment and balance due. Why does the invoice not match the template I created? How can this be fixed? I also made sure I was using the correct invoice template that had the breakout.

cgusman
Level 1

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

I'm having the same issue. I work with a warranty company and they want to see the total, paid amount, and balance owed. When I review the invoice template I see the break out of total, paid amount, and balance owed. When I print preview the invoice only shows payment and balance due. Why does the invoice not match the template I created? How can this be fixed? I also made sure I was using the correct invoice template that had the breakout.

Adrian_A
Moderator

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

I appreciate you for posting on this thread, cgusman.

 

Thank you for ensuring that you've selected the correct form template.

 

Let's double-check the selected form style on an incognito window. You may be experiencing some browser-related issues. You can use these keyboard keys to open one:

 

  • For Google Chrome browser: Ctrl + Shift N
  • For Mozilla Firefox browser: Ctrl Shift P
  • For Safari browser: Command Option P

 

If it works, you can go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The collection of data over time can create corruption; however, removing this should fix the issue. You can also use other supported, up-to-date browsers to rule out the possibility of a browser-related issue.

 

If you want to add a logo to the sales form, you can check these references:

 

 

Keep me posted if you still have other concerns. I'll be around to guide you with

Nahida
Level 2

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

ITS BEEN THREE YEARS SINCE THIS DISCUSSION AND IT IS STILL NOT FIXED! 

psbarnwell-gmail
Level 1

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

I'm having the same annoyance and slight embarrassment with some of my invoices not showing the total for customers. This is using the self-employed app. 

Daniela_A
QuickBooks Team

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

I appreciate you chiming in on this conversation.

 

Allow me to help you narrow down this issue.

 

As I have checked in our system, I can't seem to find any related or running investigation. And as I have replicated on my end, the invoice total of an invoice should normally show. 

 

You'll want to test this out by creating a sample invoice and sending it to your email. If you're getting the same output, Id suggests reaching out to our Customer Care team to have this looked into further and check why you're experiencing this issue. Here's how:

 

  1. Go to Help (?) and select Contact Us.
  2. If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
  3. Enter “talk to a human”, then select Continue.
  4. Select which way you want to connect with us.
  • Have us call you - Get a call from a support expert.
  • Chat with us - Start a conversation with a support expert.

 

Our live support is available M-F, 6 AM to 6 PM, and Saturday, 6 AM to 3 PM PT.

 

For more sources and helpful links, please see our QuickBooks Help articles site. Simply enter a keyword of your concern on the search bar and the system will show related links you can use. 

 

Don't hesitate to add a reply for further assistance. We'll be right here, ready to assist. Have a good one!

BarbCollins
Level 2

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

Wow,  I can't believe this problem has been reported for over 3 years and it still has not been fixed.   Telling us to manually add a subtotal is not a great workaround.  We should not have to do this.   The only way to fix this now is to set up a 0% tax level and mark and item taxable.  But again, that is just a workaround.  

 

Intuit - You need to fix this.  And why did you take away custom form styles?  That could have been a way to fix this too.

 

Nahida
Level 2

Invoice does not show sub total or total since updates on PDF files. We send PDF files to customers and these no longer show invoice total, only payments made.

I ended up contacting support and they had the same tone deaf approach as the others on this thread. "oh it must be your browser" "oh you didnt choose the right settings". I've explored every other option and there are no ways to fix the major flaws with QB, without upgrading. I doubt they will ever fix the issues since its already been so long. 

 

Atleast there's a roundabout way of showing the total even though its manually, they dont have three decimal places for the entire software and its just embarrassing. If you have not subscribed yet, dont switch to quickbooks if you live in a country with thousand denominators. Its a nightmare for bookkeeping.

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