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Is there a way/option to print the invoice history on the actual invoice?
Solved! Go to Solution.
Welcome back to the QuickBooks Community, BeckyB19. I'll be sharing details on how invoice works in QuickBooks. Then, I'll ensure you can send feedback so our product developers can consider adding the feature you need in the next updates.
There's an option to add an account summary to an invoice in QuickBooks. This lets your customers see the total amount paid to date, balance forward, new charges, and total amount due when printing the actual invoice. However, the said feature is only available in QuickBooks Online and is currently unavailable for the Desktop version.
For now, I suggest going to the Help icon in QBDT and choose Send Feedback Online from there. Then, submit a request about having the option to print the invoice history on the actual invoice. Any recommendations are sent to our engineers for consideration in future updates.
Lastly, you may refer to this article to see steps on how you can QuickBooks Desktop provides different reports that cater to your business needs like viewing all existing invoices in QBDT: Understand reports.
Keep me posted if you need further assistance managing your sales transactions in QBDT. I'm always around to help, BeckyB19. Have a great day!
Welcome back to the QuickBooks Community, BeckyB19. I'll be sharing details on how invoice works in QuickBooks. Then, I'll ensure you can send feedback so our product developers can consider adding the feature you need in the next updates.
There's an option to add an account summary to an invoice in QuickBooks. This lets your customers see the total amount paid to date, balance forward, new charges, and total amount due when printing the actual invoice. However, the said feature is only available in QuickBooks Online and is currently unavailable for the Desktop version.
For now, I suggest going to the Help icon in QBDT and choose Send Feedback Online from there. Then, submit a request about having the option to print the invoice history on the actual invoice. Any recommendations are sent to our engineers for consideration in future updates.
Lastly, you may refer to this article to see steps on how you can QuickBooks Desktop provides different reports that cater to your business needs like viewing all existing invoices in QBDT: Understand reports.
Keep me posted if you need further assistance managing your sales transactions in QBDT. I'm always around to help, BeckyB19. Have a great day!
Hi. Thank you for your response. Does the new upgraded version of Enterprise Solutions 23.0 have this feature?
Thanks for coming back, BeckyB19.
There is no estimated date for when QuickBooks Desktop will have the account summary function. You can visit our Firm of the Future site. This is the best place to visit when it comes to discussions about plans for our product and how to meet the customers' needs and demands. Also, you can check out the New Feature section on your QuickBooks to get information regarding the latest product improvements. Here's how:
If you need to print the invoices, just go to the Print Forms section. Let me guide you on how:
However, if you don't see these transactions from there, you'll need to open the invoices one at a time, then put a check-mark in the Print Later box. This way those items are added to the print queue.
You can always get back to me if you need additional assistance while printing your invoices in QuickBooks Desktop. I'll be more than willing to lend you a hand. Have a good one.
I'm surprised and disappointed that this isn't an automatic feature for such a large accounting software. The invoices I sent out don't show the partial payment homeowners made and were very confusing. I thought QuickBooks was supposed to be the leader in accounting software but I'm finding so many areas that are being left out that ARE critical to this accounting software. This is a deal breaker for me, so I will be looking for other software that has this option.
I understand the importance of being able to show the partial payment as you sent it out, designhoa.
Your suggestion is very much appreciated. Therefore, I recommend sending your ideas to our Product Developer. This way, they can check out or review this suggestion and might include this in the software. Kindly follow these steps:
Please know that after sending your feedback, you can track it through the QuickBooks Online Feature Requests website.
If you have further suggestions or inquiries, please hit the reply button. We're always around to assist you.
My quickbooks will not send invoices ? the not said I need to download showcard gotic ?
Let's work together so that you can go back to sending invoices to your customers, builderrh. I'll also elaborate on why you're prompted to download Showcard Gothic.
To begin with, may I know which version of Microsoft Office you have installed on your computer? If it's the 2007 version, please note that this font may not be included in it. As a result, you'll have to download it separately. This could be the reason why it's requiring you to download the said font.
In case you're using MS Office 2007 and don't know where to download the font, you can refer to Microsoft's resources for further information.
Furthermore, you can use and customize form templates. There are tons of font styles to choose from for your invoices in QBDT.
Please tap the reply button if you have additional questions about managing invoices or customizing the font on your sales forms, builderrh. I'll be around to provide further assistance.
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