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Level 3

I frequently use invoices that are paid partially. How do I display the "amount received" to my clients so that they see that the proper amount has been deducted?

"amount received" is clearly shown when I open an invoice on quickbooks online, allowing me to see the original balance, amount received, and remaining amount due, but when the invoice is sent to the client, the "amount received" is not shown. So, the client is left wondering why an invoice for say $100 has a balance due of $44 because the invoice does not show $56 has been received....

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Best answer April 15, 2019

Best Answers
Moderator

I frequently use invoices that are paid partially. How do I display the "amount received" to my clients so that they see that the proper amount has been deducted?

Thank you for visiting the Community, @Stewart Engr

 

I can help share a method to let your client see their invoice payment or the "amount received". 

 

Currently, the option to add the amount received in an invoice template is unavailable. For now, you can use the statement to let your client know about their payments.

 

I recommend using the Transaction Statement type which is the closest option to the information you need. It shows the actual invoice of the customer and the amount received when it was paid. Let me guide you how: 

  1. At the top right, click the Plus icon.  
  2. Select Statement.
  3. From the Create Statement page, select Transaction Statement in the drop-down list.
  4. Filter the Start and End Date.
  5. Click Apply.
  6. Click the Statements available tab.
  7. Select the customer's name.
  8. Click Save and send
  9. Select Send.

Capture1.PNG

Also, I've got an article for you that offers some pointers on creating and managing statements in QuickBooks Online: How to create and manage statements.

 

I appreciate you for sharing your thoughts. I'll make sure to take note of your suggestion which can be used for product future updates.

 

That should do it. If you have any clarifications about invoices or questions about QBO, feel free to leave a comment below. I'll be happy to help you further. Have a great day. 

View solution in original post

Level 3

I frequently use invoices that are paid partially. How do I display the "amount received" to my clients so that they see that the proper amount has been deducted?

A few follow up questions:

 

1. Should I send the statement in addition to the invoice? Or instead of the invoice?

 

2. Does the statement request payment from a client like an invoice does? Or is it only for information purposes and there is no way to "pay" it?

 

3. Does sending a statement impact my register, liabilities, taxes, or other financial tracking in Quickbooks Online in any way?

View solution in original post

3 Comments
Moderator

I frequently use invoices that are paid partially. How do I display the "amount received" to my clients so that they see that the proper amount has been deducted?

Thank you for visiting the Community, @Stewart Engr

 

I can help share a method to let your client see their invoice payment or the "amount received". 

 

Currently, the option to add the amount received in an invoice template is unavailable. For now, you can use the statement to let your client know about their payments.

 

I recommend using the Transaction Statement type which is the closest option to the information you need. It shows the actual invoice of the customer and the amount received when it was paid. Let me guide you how: 

  1. At the top right, click the Plus icon.  
  2. Select Statement.
  3. From the Create Statement page, select Transaction Statement in the drop-down list.
  4. Filter the Start and End Date.
  5. Click Apply.
  6. Click the Statements available tab.
  7. Select the customer's name.
  8. Click Save and send
  9. Select Send.

Capture1.PNG

Also, I've got an article for you that offers some pointers on creating and managing statements in QuickBooks Online: How to create and manage statements.

 

I appreciate you for sharing your thoughts. I'll make sure to take note of your suggestion which can be used for product future updates.

 

That should do it. If you have any clarifications about invoices or questions about QBO, feel free to leave a comment below. I'll be happy to help you further. Have a great day. 

View solution in original post

Level 3

I frequently use invoices that are paid partially. How do I display the "amount received" to my clients so that they see that the proper amount has been deducted?

A few follow up questions:

 

1. Should I send the statement in addition to the invoice? Or instead of the invoice?

 

2. Does the statement request payment from a client like an invoice does? Or is it only for information purposes and there is no way to "pay" it?

 

3. Does sending a statement impact my register, liabilities, taxes, or other financial tracking in Quickbooks Online in any way?

View solution in original post

Anonymous
Not applicable

I frequently use invoices that are paid partially. How do I display the "amount received" to my clients so that they see that the proper amount has been deducted?

Thank you for getting back, @Stewart Engr.

 

Allow me to help answer the follow-up questions on behalf of my colleague @MaryGraceS.

 

A statement is simply for information purposes only to notify your customers where they stand and if they still owe you money. This will not impact your register or any other financial tracking in QuickBooks.

 

If you only need to send the payment status of your customer, you can use the statement without the invoice. However, if you need to request a payment, you'll need to send the invoice as well.

 

For more information about the differences between an invoice and a statement, you can check out this cool article: What is the difference between an invoice, sales receipt, bill, and statement?

 

That should do it. Let me know if you have other questions about the statement. I'll be around to help.

 

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