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emcgee
Level 1

Showing amount owed vs. invoice total on emails

We are a services company that sends multiple invoice each month to many clients. Currently it is showing a total due balance (for all invoices) in the main body of the email, but once opened shows only the current invoice total. How do we send an invoice that will only show the total for that invoice when the client receives the email?
2 Comments 2
Ryan_M
Moderator

Showing amount owed vs. invoice total on emails

Hi @emcgee,

 

It appears you have the Account summary option enabled in your QuickBooks Online (QBO). I'll walk you through how to turn this off.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Custom form styles.
  3. Look for the Standard form style, then click the Edit link.
  4. Move to the Content tab.
  5. Click the mid part of the sample invoice on the right-hand side. 
  6. Under Account summary, remove the checkmark on Show on invoice.
  7. Hit Done.

At this point, your invoices will only show the total for that specific transaction.

 

Take a look at this article for more information about this process: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

I'll be around to assist you if you need further help. Post a comment below, and I'll get back to you. 

emcgee
Level 1

Showing amount owed vs. invoice total on emails

That was it, I had been in there a dozen times but missed that check box. 

 

Thank you

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