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doug62
Level 1

Can you add payments made on an invoice?

We would like to see payments made on an invoice above the balance due. Is that something that can be done?
1 Comment 1
JasroV
QuickBooks Team

Can you add payments made on an invoice?

Yes, you can, @doug62.


We’ll just have to edit your invoice template to show the payment made to the invoice. I’d be glad to guide you how:

 

  1. Sign in to your QuickBooks Online (QBO) account:
  2. Go to the Gear icon.
  3. Select Custom form styles.
  4. Locate your preferred invoice template and click the Edit link to proceed.
  5. Click the Content tab, and select the Table section.
  6. Uncheck the Show on invoice box under Account summary.1.JPG
  7. Click Done.
  8. From the Custom form styles page, locate the template you’ve created and click Make default under the ACTION column (this way, every invoice created uses this template).

To check:

 

  1. Go to the Sales menu.
  2. Select the Customers tab.
  3. Click your preferred customer.
  4. From the Transaction List tab, Locate and select your preferred invoice, then click Print or Preview from the bottom part of the invoice.4.JPG

You can also read through this article for more details about the process: Customize invoices, estimates, and sales receipts in QuickBooks Online.


In case you want to import your own form style in QBO, check out this article for your reference: Import custom form styles for invoices or estimates. This can guide you effectively importing your own form style

 

Need further help personalizing your invoice template in QBO? Tag me in your reply and I sprint back into action. Have a great day and stay safe!

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