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Quickbook just changed! How do I add a past balance to a current invoice? The option to "Show past due" disappeared!

Quickbooks online recently updated as of 12/1/16. Now, there is no box to check: show aging summary. So my customers who have a past due balance now...it's not showing that. Only showing this month's current total.
Solved
Best answer 10-15-2018

Accepted Solutions
QuickBooks Team

Hi kb416, If you're referring to the Account Summary feat...

Hi kb416,

If you're referring to the Account Summary feature, it's still there. I'll provide a screenshot so you can easily find it.

Here's how to turn the feature on: 

  1. Click the Gear icon.
  2. Choose Custom Form Styles.
  3. Click Edit to open the template.
  4. Click the Content tab.
  5. Click the Content area on the right pane.
  6. Put a check mark in the Show on invoice field.
  7. Click Save and Exit.

If you're referring to something else, please let me know.

Have a good day!

14 Comments
QuickBooks Team

Hi kb416, If you're referring to the Account Summary feat...

Hi kb416,

If you're referring to the Account Summary feature, it's still there. I'll provide a screenshot so you can easily find it.

Here's how to turn the feature on: 

  1. Click the Gear icon.
  2. Choose Custom Form Styles.
  3. Click Edit to open the template.
  4. Click the Content tab.
  5. Click the Content area on the right pane.
  6. Put a check mark in the Show on invoice field.
  7. Click Save and Exit.

If you're referring to something else, please let me know.

Have a good day!

Not applicable

YOU ARE AMAZING!!!! Thank you so much!!!

YOU ARE AMAZING!!!! Thank you so much!!!
QuickBooks Team

Wow! You're welcome @kb416!

Wow! You're welcome @kb416!
Not applicable

Thank you, @IntuitJess !!

Thank you, @IntuitJess !!
QuickBooks Team

You're welcome @bessterril ! Stay happy

You're welcome @bessterril ! Stay happy :smile:
Anonymous
Not applicable

Re: Hi kb416, If you're referring to the Account Summary feat...

Good evening JessT.  Is this only available on Windows?  On Mac there is no Gear icon or Custom Form Styles that I can see.   Please let me know.  Thank you, Scott

QuickBooks Team

Re: Hi kb416, If you're referring to the Account Summary feat...

Hi there, buldog1.

 

Thanks for joining this thread. I'm here to help and walk you through on how to customize invoice template in QuickBooks Desktop for Mac. 

 

To do this, please follow the steps below:

  1. From the Customers menu, select Create Invoices.
  2. At the top of the invoice, select the Invoice template selection button.
  3. Choose Edit Template.
  4. This opens the Layout Designer view.

You may check this article on how to use and customize form templates.

 

If you need further assistance with the steps, I recommend calling our QuickBooks Desktop Mac Support. They have the tools to pull up your account and do a remote session. 

 

Here's how you can contact our phone support: 

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select the version of QuickBooks, click Contact Us.
  3. Type-in Customer Support on the search bar. 
  4. And click Get the Phone number below. 

This will get you on the right track. Please know that you're always welcome to post if you have any other questions about customizing invoice. Have a good day. 

Anonymous
Not applicable

Re: Hi kb416, If you're referring to the Account Summary feat...

Good morning 

 

If you're referring to the Account Summary feature, it's still there. I'll provide a screenshot so you can easily find it.

Here's how to turn the feature on: 

  1. Click the Gear icon.
  2. Choose Custom Form Styles.
  3. Click Edit to open the template.
  4. Click the Content tab.
  5. Click the Content area on the right pane.
  6. Put a check mark in the Show on invoice field.
  7. Click Save and Exit.

Is this available for the 2016 Mac Desktop version?  There is not Gear icon or Custom Form Styles that I can see.  Thank you, Scott

QuickBooks Team

Re: Hi kb416, If you're referring to the Account Summary feat...

The steps above are for QuickBooks Online, buldog1.

 

You'll want to create a statement to the customer to show a wider range of transaction and balance information.

  1. Click Customers
  2. Click Statements.
  3. Select the statement option and customer.
  4. Click Print or E-mail.

I'll be around if you have questions.

Not applicable

Re: Hi kb416, If you're referring to the Account Summary feat...

I work with enterprise and am trying to find the account summary so I can show past due balances on invoices can you help me

Not applicable

Re: Hi kb416, If you're referring to the Account Summary feat...

I use enterprise and cannot figure out how to show past due balances on my invoices

QuickBooks Team

Re: Hi kb416, If you're referring to the Account Summary feat...

Good to see you here in the Community, @christee5.

 

In QuickBooks Desktop, there isn't an option to add an account summary to show the balance due on invoices. However, you can customize the template to show the payments/credits applied and balance due.

 

Here's how:

 

1. Go to the Customers.
2. Click the Customer Center.
3. Select Manage Templates.
4. Under the Select Template, choose a template.
5. Click the Additional Customization button.
6. From Custom Progress Invoice, click the Footer tab.
7. Put a checkmark in the box under Payments/Credits and Balance Due.
8. (Optional), you can click the Layout Designer to show the forms.
9. Hit OK.

 

I've added screenshot for your reference.

 

past due.PNG

 

You may check this article for future reference in case you want to learn more about adding the past due stamp directly from the invoice: Show Past Due Stamp on Invoices.

 

Please leave your comment in reply button below if you need further assistance. We are always here to help. Have a good day!

Experienced Member

Re: Hi kb416, If you're referring to the Account Summary feat...

How I can add just the past due balance in QuickBooks  desktop in my invoice just that past due balance 

Moderator

Re: Hi kb416, If you're referring to the Account Summary feat...

Thanks for joining this conversation, Agha.

 

At this time, the option to add the past due balance on an invoice is currently unavailable in QuickBooks Desktop (QBDT). However, my colleague ShallyMarR shared a workaround above that will let you customize your invoice template to show the payments/credits applied and balance due.

 

I'll send a request regarding this to our Product Developers. They're always looking for ideas from users on how to improve QuickBooks.

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: Product Updates.

 

Just in case, I'm also adding this article for future reference: Show Past Due stamp on invoices.

 

Please let me know if you have any other issues or concerns in the comment section, and I'll get back to you right away. Have a great weekend.

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