cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Anonymous
Not applicable

Is there a way to have quick books automatically add a past due reoccurring invoice total to the next reoccurring invoice?

 
2 Comments
Highlighted
Intuit

Is there a way to have quick books automatically add a past due reoccurring invoice total to the next reoccurring invoice?

Hello,

You can customize your invoice template that the recurring invoice uses to include and account summary that will show any outstanding balance and have that included as part of the balance owed on current invoice.

(picture below)

Highlighted
Moderator

Is there a way to have quick books automatically add a past due reoccurring invoice total to the next reoccurring invoice?

It's nice to see you here in the Community, @Anonymous.

 

@MarshallA is absolutely right! Allow me to loop in for a moment and share the steps on how you can include an account summary on your invoice template.

 

Here's how:

 

1. Go to the Gear icon at the upper right, then pick Custom Form Styles under Your Company.
2. Locate the invoice template that you want to customize, then click Edit under the ACTION column.
3. Select the Content tab, then choose the middle section of the form preview.
4. Put a checkmark on Show on invoice box under Account summary, then Done.

 

I also added some sample screenshots below.

 

 

 

 

 

For your reference, you can also check out this article for more information: How to add the account summary on an invoice template.

 

There you have it! Thanks for being a part of our QuickBooks family. Should you have any follow-up questions, feel free to post again or leave a comment below. Take care always.

Need to get in touch?

Contact us