How do I add a past due amount to a new invoice so the customer knows how much to pay

Hi @traceylava ,

Adding past charges a second time to a new invoice can really mess with the accounting. Create two items: an new invoice for the new charges and a "Balance Forward" Statement for the old transactions. There are a couple ways to send the Balance Forward Statement:

• Go to the Sales Tab and and then the Customer Tab. Find the customer and click the down arrow icon on the list next to their name ( ). Select "Create Statement" and set the date range on the form. Click send and it's off!
  
  Make sure you follow up with the customer :), though they probably get the hint.
   
• If you want to send Balance Forward Statements to multiple customers, you can do a batch action. Click the Plus Action Icon () and select "Statement." You'll be taken to a form screen. Select "Balance Forward" as the statement type and set the date range.
  
  You can also choose to forward Open balances or just those that are Overdue.
   

Hope this helps!

You can also create a customer statement in QuickBooks Online (QBO), traceylava.

However, it works differently from the Desktop version. In QBO, you need to select dates for the statement and the date range. Let me show you how:

1. Go to the Sales menu, then to the Customers tab.
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.

Aside from the customer statement, you can also a report that shows customer's balances. Please browse this link for instructions and detailed steps: Run an accounts receivable aging report.

Once you have the report, you can customize it to get the data that you need.

Let me know if there's anything else you need about getting past due invoices. I'll be right here to help you.

If I make invoice amount Rs.20000 for a customer & I had outstanding balance of Rs.500 for the same customer so I want now to print this outstanding balance(Rs.500) along with this current invoice.
Note: option given in template shows balance due but not in manner as I mentioned above.