Hello, @phil35.
You can enable the Account Summary. It gives your customers a snapshot of their recent transactions. I can walk you through on how to do it.
- Go to the Gear Icon ⚙.
- Select Custom Form Styles.
- Locate the invoice template you want to use.
- From the Actions column, click Edit ✎.
- Choose the Content tab.
- In the form preview, select the body section and then Edit ✎.
- Mark the show on invoice tick box.
- Select Done.
You can use this article for more detailed insights about showing your customers' transaction history on an invoice: Add an account summary to an invoice in QuickBooks Online.
Let me know if you have other questions managing your progressive invoice. I'm always here to help.