Once a client goes to the payment link how do you show the total balance due when paying online instead of just the new invoiced amount?

Hello there, @holly19.

Allow me to guide you on how you can show the total balance due in QuickBooks Online.

Once you send an invoice to your client you can view your total balance due beside the outstanding balance.

Please see the screenshot below:

I'm also attaching this awesome article about how to enter outstanding balances for customers and vendors for your reference.

That should do it. Please don't hesitate to reach out to us anytime if you have any questions. The Community is always here to help. Thank you and keep safe.

But that isn't showing for my clients. See screenshot attached. Thanks.

Thanks for getting back to us, holly19.

It looks like the screenshot was not attached to your reply. 

I would also recommend reaching out to our phone or chat support teams. They can take a closer look at this to determine why your customer has a different view compared to the screenshot in the original response. Here's how to reach out to reach out to them:

1. Go to the Help menu and select Contact Us.
2. Let them know that you have concerns about the invoice that you sent to your customer, then click Let's talk.
3. Select between Start Messaging and Get a call.

Please take note that due to the growing impact of COVID 19, our chat support channel is only open in between 6 AM to 6PM every Monday to Friday. See this link for more details about their operating hours: Support Hours And Types.

Let me know if you need anything else. 

I am having this same issue.  Was this ever solved?

Hi there, afazzari72.

Not to worry, I'm here to help you show the total balance due to the customer's invoice. You can follow these steps:

1. Go to the Gear icon, then select Custom Form Styles.
2. Find the invoice template you use, then click Edit ✎. 
3. From the Content tab, tap the body section or middle part of the preview.
4. From the Account summary section, check the Show on invoice box.
5. Click Done to save it.

After editing your invoice template, you'll see your customer's total due when creating and sending a new invoice. For more details, check this guide: Add an account summary to an invoice in QuickBooks Online.

For additional reference, here's how to customize sales forms and reports in QBO to make them more presentable.

If you have any questions, please post them here. I will be here to assist you! Take care and be safe. 

I appreciate the answer but this is how to change an invoice. I have done that. 

The problem is when the client gets the invoice that has the total owed for the account along with the new charges, then clicks the link to pay - the window to pay only shows the last invoice amount instead of the total owed on the account. 

If the client doesn't look at the invoice (yes it was in the email and there is a link on the window) then they will only pay the last invoiced amount. There is too much user error and friction in this. In order for them to pay the account total they must first notice that there is a different amount owed and then change the amount they are paying in the payment window.

This question has never been solved and I asked it a year or so ago....I don't think there is a way to solve it with the existing version of QB.

Thanks for any help.

Hello there, @holly19.

I appreciate you for sharing with us your thoughts on how the invoice works when paying it online.
 

Your customer will see the same amount when the old link is still used when paying the invoice. You may want to resend the transaction with the updated details on the invoice. If the same thing happens, you can give us a short call. Our specialist will help us determine this one by checking your account in detail. Here's how:

1. Go to Help at the upper-right corner.
2. Click Contact us.
3. Enter a short description of your concern. 
4. You can then choose how you want to start a conversation by choosing Chat, Callback, Call us.

Also, you can sign in to your QuickBooks Online account to share with us your insights about it. Here's how:

1. Go to the Gear icon.
2. Select Feedback under Profile.
3. Enter your suggestion. Then, click Next.

We always want to hear your suggestions as we continue developing the product as best for your business. Feel free to comment below if you have other concerns with QuickBooks. Take care always.

@holly19 same issue here!  It doesn't look like quickbooks solved this. The only thing I know to do is to generate a "payment link" for each outstanding invoices and put them separately in an email.  Hardly ideal but it's the only thing I have thought of that works. 

I have a similar issue.  My clients don't want the customer total balance on the invoice.  However, I would like to add it on their payment receipts so they know how much they still owe even though they just submitted a payment.  This was a feature that I really liked on your Desktop version, but I don't see it on QuickBooks online Essentials.  My clients don't pay online so that is not an option.  My workaround is to add it to the email, which involves a lot of research on my part.  Other than the monthly statements, my clients have no idea how much they owe.  Any suggestions?

Welcome to the Community, @mnalaboff. We appreciate you for joining this thread. I can guide you on adding a memo to your invoice in QuickBooks Online (QBO).

Currently, the feature to add the total balance to the customer's payment receipts in QuickBooks Online is unavailable. However, as a workaround, you can manually add your message or the info you need in the Memo field. I'll show you a screenshot for your reference:

You can reference this article to learn more about creating invoices: Create invoices in QuickBooks Online. This includes details about sending invoice reminders and the new and old invoice interface.

I've added this article in case you want to receive customer payments manually or pay the invoices via credit card or ACH transfer: 

• Record invoice payments in QuickBooks Online
• Connect your QuickBooks Payments account to QuickBooks Online

Keep me if you have other concerns about customizing invoices in QBO, I'm always ready to help. Take care, and have a great day.