Let me share insights about printing customer's past due amounts on invoices in QuickBooks Desktop (QBDT), @Jill2021. This way, you can manage your income and sales transactions accordingly.
The past due amount won't show up once you don't have any overdue invoices which are dated older than the one you currently previewing. You'll have to make sure you're viewing the latest customer invoice to print any past due amount. To do this, let's visit your customer's transaction list. Here's how:
- Go to the Customers menu.
- Select Customer Center.
- Choose the name of the customer.
- Go to the Transactions tab in the Customer Information section.
- Make the necessary filters, then double-click the latest invoice to pull up its details.
After that, I'd recommend pulling the Customer Balance Detail report. This is to keep track of all your customer's transactions. Just go to the Reports menu, then select the Customers & Receivables option.
Also, you're able to customize your invoice templates to control how they look and include info that's necessary for your business. If you wish to learn more about this, I'd recommend checking out this article: Use and customize form templates. It also includes details about importing or exporting form templates.
Let me know in the comments below if you have other concerns about monitoring past due amounts and managing your invoices in QBDT. I'm just around to help. Take care always.
