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.
![](https://lithium-response-prod.s3.us-west-2.amazonaws.com/intuit.response.lithium.com/RESPONSEIMAGE/3151c2d3-bf4f-4e49-8fdb-ce321d3088c1.default.JPG)
- Select Done.
![1008.JPG 1008.JPG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/48161i840C4DC4BADC0AF6/image-size/medium?v=v2&px=400)
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.