Hi there, EcoDKeesey. 

Thank you for taking the time today to post in the QuickBooks Community. Unfortunately, at this time, the ability to pay off the entire outstanding invoice balance at once through the Pay Now button isn't available. Your customers will have to pay the invoices individually. However, I can see how this would be very beneficial to you and your customers alike, for that reason, I'm going to recommend to our product development team that this feature gets added to a future update to the product. You can view our QuickBooks Blogspot to see updates and changes made in product, as they're made. I'm also including a couple helpful articles below.

• Create invoices in QBO. 
• Customize invoices, estimate and sales receipts in QBO. 
• How to set up and send progress invoices in QBO.

If you have any other questions, please post them here. I look forward to helping you with your QuickBooks needs and have a lovely Tuesday afternoon.

Thank you for the quick reply Nick.  You should also  recommend to your product development team my concern noted above, i.e. the total amount due is shown in the reminder email -however -when the PAY INVOICE link is followed, only the individual invoice amount is populated.  The client is therefore shown two different amounts and causes confusion on what to pay.   If the entire outstanding balance is not available to pay at once, why have it shown on the reminder email?

You're most welcome, @EcoDKeesey.

Being able to pay the total invoices amount due at once is an excellent idea. I'd agree that this will prevent any confusion on the customer's part once implemented.

To answer your question, this is how the system works as of the moment. Thus, I'll take note of your suggestion and pass this along to our product development team. This way, they can consider adding this to future product enhancements.

To keep up with the latest news and product updates, I recommend visiting our QuickBooks blog page. To do this, go to the What's New in QBO tab.

You can also email or print your invoices in bulk to make your task easy and more efficient. For more insights, please review this article: Email or print multiple invoices and sales forms.

You can count on me if you have more questions about managing your invoices in QuickBooks Online. I'd love to hear more from you in the comment section. Take care.

Hi,

I have checked the box for the account summary to show up on my invoices and it shows up when I preview it from the edit template link but when I preview my actual invoice the account summary doesn't show up. They have already made a payment and I'm invoicing for a second payment so the account summary would be helpful in laying that out. I was able to do it with other invoices from separate projects for the same customer and the account summary showed the other invoices and their amounts. However, for some reason the account summary doesn't show up on those invoices anymore either. I did mess around with their previous payment a bit so maybe I did something there but I can't seem to figure it out. Are there typical causes for this that I could attempt to remedy? 

Thank you.

Let's isolate what causes the issue, dan112.

There are times that an issue like this occurs when the system encounters browser-related concerns.

To start with, let's open QuickBooks in a private window. It is the best place to identify any browser-related issues. You may use these keyboard shortcuts to open one:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

If it works, you can go back to a regular browser and clear its cache. A piled cache can also be the reason for some unexpected behavior on the opened pages.

You can also switch to a different supported browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.

If you want to send a balance forward statement, you can check this reference: Add an account summary to an invoice in QuickBooks Online.

I'm just a post-away if you need help. Keep safe!

Is this the same in QuickBooks desktop?

Thanks for checking in with us, pwhite9279.

If you are referring to adding an account summary to an invoice in QuickBooks, that option is unavailable. This feature is available in QuickBooks Online. However, we can create a billing statement in your software. A statement is a summary of your customer's account, listing recent invoices, credit memos, and payments received. You can send it to your customers to show how much they owe on each invoice. Let me show you how:

1. Go to Customers on the top menu.
2. Select Create Statements.
3. Choose the appropriate A/R account. QuickBooks displays the A/R Account field ONLY when your Chart of Accounts contains more than one A/R.
4. Check the statement date.
5. Select the date period of the transactions. You can specify the dates or you can include all open (unpaid) transactions as of the statement date.
6. Tap the customers you want to print statements for.
7. Select additional options.
8. Press Print or E-mail depending on how you want to send the statements to your customers.

For more details about this one, see the Create a billing statement article. Just in case you need to customize the invoice template, just follow the steps and details in the Use and customize form templates article.

Feel free to visit our Sales and customers for more insights about managing your company's income and customers.

I'm just one post away if you need a hand with running your financial reports or any QuickBooks related. I'm always here to ensure your success. You have a good one. 

Any chance you know how to do this for Quickbooks MAC?

I need to add the option for past due balances to be inserted in the invoice.  

Then for the Total of the current invoice and the past due invoice.  

Thank you in advance. 

Any chance you know how to do this for  MAC?

I need to add the option for past due balances to be inserted in the invoice.  

Then for the Total of the current invoice and the past due invoice.  

Thanks

I'd be glad to help you have the past dues appear on your invoices, @JD374. 

The stamp that appears depends on the type of form you're editing.

Past due appears on invoices where you have not yet received payment in QuickBooks and which have passed the terms.

Here's how:

1. Open your QuickBooks.
2. Select the Print tab.
3. Choose the size of the stamp.
   
   

Additionally, let me attach this article to help you personalize sales templates in QuickBooks: Customize form templates. It covers steps to add fields, resize columns, and many more.

Keep me posted if you have other questions about adding past dues on invoices. I'll be happy to lend a hand. Stay safe and take care.

I am having an issue when I send a customer a reminder invoice the balance does not show any payments made after the date of that invoice. Customer complained that a payment was made but didn't show in the account summary.  I had to change the date on the invoice to a date after a payment was made.

Is there any way I can show current balance in the account summary to the balance as of the date I am sending the invoice?

Thanks.

HLG

Hi there, @hlg2482,

I would want to help, however, I need more details to determine your concern so that I can provide you with the best resolution. Can you share some screenshots with me? You can also tell me what type of product you are currently using. Any information that you can provide will be greatly appreciated. 

Don't hesitate to reach us back or leave a reply. I'll surely help you anytime. Have a great day ahead!

We are using Quickbooks online.

We send reminder emails to our customers when they have not paid an invoice.

If the invoice is dated 10/11/22 and they have made a payment on 10/20/22 the account summary will show the balance as of 10/11 which does not include any payments after 10/11.  Customers are confused thinking they still owe money.

It's good to have you again, @hlg2482

I'd be glad to help you out! If you happen to create multiple invoices for a specific customer, all of the payments made that show in the Account Summary will only reflect in the latest invoice you create. To make sure that you can see all of the transactions, you can also create and send a customer statement for more detailed information. 

Here's how:
 

1. Go to the Sales tab, then select Customers (Take me there).
2. Select the checkboxes for the customers you want to make statements for.
3. In the Batch actions dropdown ▼, select Create statements.
4. In the Statement Type dropdown ▼, select the customer statement type:
   • Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
   • Open Item: Lists all open, unpaid invoices from the last 365 days.
   • Transaction Statement: Lists all transactions for the selected date range.
5. Select the dates for the statements and the date range.
6. Review the customer's email addresses.
7. Select Save, Save and close, Save and send, or Print or Preview.
    

Tip: If you make changes to a transaction on a statement, the statement will automatically update to match.

For more information, you can visit this link: Create and send customer statements in QuickBooks Online.

I will also add an article that you can refer to for future use if you want to personalize and add info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
 

Feel free to add a reply if you need further assistance with your account summary. Enjoy your day!

How do you add the account summary in a recurring invoice in QBO, please.  I found the custom forms but I can't find how to change a recurring invoice to include account summary. Thank you.

Hello there, rjstephan.

I'll show you how we can apply the account summary in a recurring invoice.

First, we'll need to create a template that displays the total account balance. Here's how:

1. Go to the Gear icon.
2. Select Custom form styles. 
3. Click the New style drop-down arrow and select Invoice.
4. In the Content tab, select the bottom part of the page.
5. Tick the Show on invoice box. 
6. Hit Done to reflect the changes.

Note: We're unable to apply the form style within the Recurring template. 

What we can do is apply the template you created when utilizing the recurring invoice.

1. Still, go to the Gear icon.
2. Select Recurring transactions.
3. Click the drop-down arrow under the Action column and choose Use.
4. Click Customize at the bottom and select the appropriate form style with the account summary.
   
    If you've already used or created an invoice using the recurring invoice template, we can open it so you can edit.
5. Hit Save to reflect the changes.

 Once done, we can create a statement to get all the balance details. For further guidance, we can check this article: Create and send customer statements.

In addition to that, we can refer to these links for more tips and details about account summary and modifying template:

• Customize invoices, estimates, and sales receipts.
• Add an account summary to an invoice.

Please let me know if you have more concerns about recurring transactions and customer statements. I'm always here to help you anytime. Take care and have a good one.

this doesnt seem to fit enterprise 2023 edition-i have no idea where this gear icon is

I appreciate you joining the thread, Christee. I want you to know that the solution provided above relates to QuickBooks Online (QBO) users. I'll show you how to include your customer's outstanding balance in QuickBooks Desktop (QBDT).

You can add the past due amount to your current invoices in QBDT by following these steps:

1. Open your company file.
2. Go to the Lists menu, then Templates.
3. Look for the invoice template, then select Edit Template.
4. Tap on Additional Customization from the Basic Customization window.
5. Mark the box beside Customer Total Balance and/or Job Total Balance.
6. Hit OK to save the changes.

Here's an article you can open that'll give you detailed instructions about modifying form styles in QBDT: Use and customize form templates.

After that, try to record a new invoice to see the result. I'm adding this article as your guide: Create an invoice in QuickBooks Desktop. Also, learn more about the different ways in tracking customer transactions from this link: Get started with customer transaction workflows in QuickBooks Desktop.

Let me know in the comment section below if you have other QuickBooks questions. I'm always here to help. Have a good one!

Thank you for your help, however I don't have the options to customize you display after following your directions. See my screenshot. 

Hi there, @rjstephan. I appreciate you getting back and providing a screenshot when adding an account summary to your invoice.

You can add an account summary to invoices if you do projects for customers and bill them using progress invoicing. And this option isn't available yet in the new estimate and invoice experience.

Based on the information and screenshot you provided, I can see you're using the new invoice experience and wanted to add an account summary to a recurring invoice. However, it's not an option for now.

I can see how the feature you're looking for would benefit and empower your business. In the meantime, I recommend sending this request straight to our product engineers through feedback. 

To send feedback, follow the below steps:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions. 
4. Then select Next to submit feedback.

For more details about adding an account summary to invoices, I recommend checking this article: Add an account summary to an invoice in QuickBooks Online.

In addition, to give you more idea of how new estimates and invoices experience works, you can visit this link: See what’s new with estimates and invoices in QuickBooks Online. It also contains information how to switch to the old invoice experience.

I'd be glad to help you out again if you need further assistance managing your invoices. Just leave a reply below, and I'll get back to you as soon as I can. Have a good day.

in desktop it use to show on the screen when creating an invoice is there a way to see this with QBO

Hi there, @HeatherG2.

Thanks for following along with the thread and sharing your concerns. I hope you're having a great day so far. 

To clarify, are you referring to applying the account summary to recurring invoices, as my colleagues have mentioned above? If so, you can follow the steps that my colleague, SarahannC, has said in a couple of replies above this one. 

If not, would you mind sharing what you're trying to see in QuickBooks Online? This way, I can be sure to provide the best steps in providing your solution. 

I'll be sure to keep an eye out for your reply. Let me know if there is anything else I can assist you with. Have a good one! 

Thank you for getting back to me.

In Desktop there was a panel on the right that showed the customer information, invoices, payments and anything past due.

I am looking for that with the online version. My customers can see their total balance due when they receive the invoice, but I cannot see it on my screen without going to my full customer list or running a report. 

and now with the new invoice layout you cannot even send batch invoices they all must be sent one at a time taking much longer. but that's a different topic lol.

This feature no longer works. I have Account Summary checked as "show on invoice" in my default invoice template, but since late 2023, account summaries no longer appear on invoices, and there's nothing I can do to make it happen. (Two support reps couldn't make it work either). This is clearly a bug.